Brian M. Beneduce, Crps Email & Phone Number

I work with dynamic and passionate business owners and their families. For me, it’s important to be there from the beginning, through periods of transformational change—good or bad—and to serve as a partner to my clients as they determine and develop their impact on future generations. No two persons have the same needs— I operate with this understanding. Getting to know what’s important to YOU is my top priority, so we can construct a game plan that aligns with your specific goals. Let’s have some fun with it! At Bernstein, I’m empowered to reach the depths of what people care about at a level that no others are willing to go to. This might be understanding how my clients talk with their children about money, working through the next stage in life after a business sale, or helping them understand how they can use their wealth to create a philanthropic legacy for generations to come. Many times, my clients don’t even know how to answer these questions simply because they have never been asked. I’m at Bernstein because we have teams that allow our clients to think beyond the financials and answer these questions to locate what’s truly important. Creating opportunities, empowering, and caring for you and your clients is what drives me, and I can’t wait to begin the conversation.