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Andy Jacobs

Principal, Senior Investment Advisor

Bernstein Private Wealth Management

United States, Illinois, Chicago

About Me

I often advise across multiple generations of the same family. Our engagement may involve investing in the capital markets or exploring options related to a family-owned enterprise. This may represent the majority of their wealth. Having built and sold a family business myself, I bring a deep level of understanding to such clients. Parents often wish to transfer more than wealth to future generations. They value my role as a counselor, coach, and resource. Our financial plan addresses the needs and concerns of each cohort. It may fuel philanthropy, supporting causes or institutions they value.

Profile Information

Principal, Senior Investment Advisor

Bernstein Private Wealth Management

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Chicago

Illinois

United States

Jul 29, 2024

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