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


All Points Wealth Management

Testimonials

Andrew Bernstein and his team have been instrumental in helping me learn and navigate the essential components of building wealth. He has been an excellent resource from surgical residency through my years as an attending cardiothoracic surgeon. After having worked with Andrew for the past 8 years, I wholeheartedly recommend All Points Wealth Management for any physician at any stage in their career.

-- Ashish Pulikal, MD, Cardiothoracic Surgery, Adjunct Clinical Assistant Professor of Surgery, Indiana University School of Medicine

 

I recently finished my training in cardiothoracic surgery.  As a physician, I likely have more education than 99% of the population.  Almost none of that was spent learning to manage finances or invest/save appropriately.  Thankfully I started working with Andrew and Northwestern Mutual early in my surgery training.  He and his team have really done the heavy lifting in terms of making a plan that is reasonable for me and my family.  Furthermore, with my often hectic work schedule, they have been extremely patient and dedicated to keeping me on track and staying organized.  Transitioning to practice has been so much easier because of all the planning and framework we built during residency.  Moving forward we still communicate regularly to adjust our investments and insurance policies as needed.  Thanks for everything Andrew!

-- Hadley K. Wilson, MD, MS

 

The testimonials presented may not be representative of the experience of all clients and are not a guarantee of future performance or success.

 

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