Steven Gonzalez

Steve is a Vice-President and Financial Advisor with Bernstein Global Wealth Management. He originally joined the firm in 1999. With money management for high net-worth individuals and families as its primary business, Steve and his firm also specialize in assisting business owners and their families in preparing for an equity event, such as the sale of a business. All of our planning first ensures we have an understanding of your personal needs, and the plans that are then developed are designed to deliver against that objective(s). For a sample of our thinking in this regard, feel free to reach out to my office and ask for a copy of our research on the topic, entitled, "Preparing for the Sale of a Business". We would be happy to send it to you. Additional assistance is provided in the areas of wealth transfer and charitable giving, if those are objectives of the family/business owner.