Bernstein Planning Group

The Bernstein Group, led by Senior Wealth Management Advisor Ron Bernstein, offers Financial Life Planning services. This one-of-a-kind approach to holistic planning allows clients to maximize financial resources to construct a meaningful life. As a “personal CFO,” Ron and his team assess clients’ current financial situations and construct a plan to create a meaningful legacy. The Bernstein Group is able to develop a lifetime roadmap that will leave a client feeling supported and in control of their assets. Whether it’s preparing clients emotionally and financially for retirement, analyzing charitable giving, or examining college costs, the Bernstein Group takes pride in maintaining the highest personal integrity when helping clients achieve their financial goals.