Taxes

• Tax Planning
  To make the most of a sale, our Wealth Strategists​ can help identify the most effective ideas for legacy,​ philanthropic, and tax planning. Often, we find that the most valuable positioning strategies in wealth management for business owners are those taken well before a sale is even contemplated.
• Charitable Giving
  Whether you’re just starting your philanthropic journey or already have an established plan, we can guide you through your choices and help you build a charitable-giving strategy that best fulfills your mission.
• Tax Services
  With direct insight into each account’s specific investments, they can customize risk and tax management while maintaining greater control over wealth transfer and estate nuances.

Investment

• Investment Management
  When it comes to manager selection, we take a flexible approach that incorporates the best elements of both internal and external talent—taking advantage of elite Bernstein managers as well as those from outside our organization. Taken together, we draw upon three core talent pools of investment management skill...
• Mutual Funds
  Brokerage statements (including attached notices), trade confirmations, mutual-fund prospectuses, annual and semi-annual financial statements and other material designated as generated or provided by SCB (collectively "SCB Material") are being made available to you through this site by AllianceBernstein as a service to SCB. All matters and disclosures relevant to the SCB Material are included therein. By accessing the SCB Material, you accept that you have accessed and read all disclosures contained therein. AllianceBernstein has not and will not independently verify any of the information provided by SCB and therefore is not responsible for any inaccuracies or omissions in such information. Accordingly, AllianceBernstein and its affiliates (other than SCB) cannot warrant the accuracy of completeness of any SCB Material and shall have no liability in connection with such SCB Material. Past performance does not guarantee future results.
• Bonds
• Wealth Management
  As your needs evolve, so does our value. We aim to be part of your innermost circle, helping you solve your most pressing personal wealth management challenges—whatever they may be.

Planning

• Financial Planning
  71% of sponsors say the most popular wellness topic is around tools to help participants make decisions around retirement financial planning and budgeting.
• Retirement Planning
  Information is power—and never more so than when it comes to your personal finances. No matter where you’re starting from, we can help you enhance your investment acumen with insights tailored to your specific needs. Our blogs, podcasts, whitepapers and videos are a great foundation that can be complemented with custom curriculums. Topics range from entry-level, easy-to-understand primers to comprehensive dives into personal philanthropy, retirement planning and more.
• Asset Management
  Investment Strategists draw on their deep knowledge of financial markets to identify opportunities and risks, while helping shape strategic asset allocation recommendations amid evolving market conditions.
• College Funding
  For example, a family with young children might realize they’d benefit from a college savings plan. Yet as time goes by, best intentions can be crowded out by other demands. By reorienting the to-do list around the value they place on education—and how it will shape their children’s future—a subtle shift in outlook can fuel a greater sense of motivation.