Our Team

Berstein Freeman Wealth Partners is an educated and experienced team that always puts you, the client, first. We set ourselves apart by limiting the number of clients we serve. This helps to ensure that we deliver the highest level of commitment and personal attention to our clients.

We meet with our clients throughout the year to help ensure your investment plan is current. We strive to always be available for our clients, either by phone, email or an in-person visit.

Our investment strategies are built to fit your needs and serve as the foundation of our long-term relationship. We believe that no one can predict the future, but utilizing our disciplined investment process, we can build a portfolio that has defined parameters of risk.