Andrew P. Bernstein, J.D., CFP®
Wealth Management Advisor


All Points Wealth Management

Team photo

Our Mission


"We create plans of impeccable quality and implement tailored wealth management strategies that help our clients to achieve a lifetime of financial security."


All Points Wealth Management is purpose-built to partner with physicians, attorneys, and professionals in their financial planning. We specialize in building long-lasting, high trust relationships with those in the medical and professional community. Based in the Triangle of North Carolina, our team has the capability to partner with clients across the country.  With decades of experience, our team is well prepared to help guide you in your financial journey.

If you have any questions, thoughts or ideas, we would love to hear from you. To schedule a meeting and start a new chapter in your financial planning, reach out to Danielle Dudas, CPA at danielle.dudas@nm.com. For service related issues, you can reach Sydney Durham at sydney.durham@nm.com.

 

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To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck