A legacy for generations

Lift ascending the mountains

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

Young family at the beach

Ryan Long and Bradford Bernstein have been recognized as industry leaders

Barron’s 2021 Top 1,200 Advisors

LongBernstein Wealth Management is pleased to announce that Barron's has named Ryan Long and Bradford Bernstein a Top 1,200 Financial Advisor for 2021.

This honor recognizes a strong dedication to helping clients pursue what matters most as well as a commitment to taking a difference in the broader community.

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Ryan Long

    Ryan Long

    Managing Director–Wealth Management

    Private Wealth Advisor

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  • Bradford Bernstein

    Bradford Bernstein, CFP®, CPWA®, CIMA®

    Managing Director–Wealth Management

    Financial Advisor

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  • Louise Gunderson

    Louise Gunderson

    Managing Director–Wealth Management

    Private Wealth Advisor

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  • Barry Kemball-Cook

    Barry Kemball-Cook

    Managing Director–Wealth Management

    Financial Advisor

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  • Neil Newman

    Neil Newman

    Senior Vice President–Wealth Management

    Financial Advisor

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  • Richard Schutt

    Richard Schutt

    Senior Vice President–Wealth Management

    Financial Advisor

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A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

Multigenerational planning

Multigenerational planning

Investment management

Investment management

Tailored lending and cash management

Tailored lending and cash management

Backed by the strength of UBS

A global leader in wealth management

$3.6 trillion

In invested assets globally UBS financial reporting year-end results 2019

51 countries

Our global footprint

Largest

UBS is the world's largest wealth manager1

1Scorpio Partnership’s “Global Private Banking Benchmark 2018” rank of global wealth managers by assets under management.