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


All Points Wealth Management

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.

 

Webcast Available Now: Strength, Stability, and Financial Security in Volatile Times

Watch the client webcast to hear Northwestern Mutual leaders share their long-term view on the coronavirus impact and answer common questions from clients. Watch Now

How We Stress-Test Northwestern Mutual

Learn more about how our focus on financial strength has helped us make good on our financial promise throughout our 160-plus-year history.

What to Know About Disability Insurance for Physicians

As a medical professional, you have invested a great deal in your ability to generate income. Disability insurance for physicians can help you protect it. Read more.

 

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