Helping simplify the complexities of your financial journey

We believe that successful client relationships start with transparency. We prefer to have open, frank conversations with you during which we can learn about your financial and legacy goals, all of which help us understand your full life picture. We then help prioritize your needs, develop a plan, and adjust accordingly over time. 

As your life goals change with time, we will make necessary adjustments with you to your plan. Our team understands that your personalized investment plan is a living, breathing document, which requires revisions as your life evolves. We will never take a "set it and forget it" approach. 

                         Bernard Suissa - Founder of Suissa Private Wealth Group

Our values: Honesty, transparency, and care

The deep, personal relationships we have with each individual and family are far more meaningful than simply being described as "advisor" and "client." We believe our clients feel and are treated like family. That is why our client relationships span multiple generations and have been built on decades of honesty, transparency, and care - the three pillars we strive for daily. 

We work hard to serve our clients' best interests through careful, diligent planning and thoughtful recommendations. 

Proud to work with a nationally recognized teammate

At Suissa Private Wealth Group, we are very proud that Financial Advisor Bernard Suissa has received several prestigious industry awards—because it means we are serving our clients well. We invite you to learn more about his honors and awards.

 

Financial security begins by building a plan you can trust

At Suissa Private Wealth Group, we understand your financial goals are unique — that’s why we provide customized advice. No matter where you are in life, you can depend on our investment management expertise to build a plan that helps you achieve your financial goals. Explore our website to learn more about our customizable solutions designed to strengthen your financial security.