• Welcome to the BRW Team

    Bernard R. Wolfe & Associates offers comprehensive solutions through a spectrum of financial services. Whether you have been in the workplace for years or are just starting out, Bernard R. Wolfe & Associates will make every effort to help you achieve and surpass your goals.

    Financial Guidance

    Unique Individualized Client Experience

    Planning for what matters most. We believe our clients’ investments need a holistic approach. We will work with you to optimize your life and financial goals, ambitions and objectives.

    We specialize in tailoring portfolios to fit our client’s current needs and provide foundations for future appreciation. Regardless of the present position within your financial journey, we strive to take you to the next level. We provide an extensive list of services to achieve your financial goals; including, but not limited to, utilizing wealth management techniques, implementing insurance strategies, and creating comprehensive plans. (See below for detailed descriptions of a few of our services).

    Our Mission

    To be the most respected financial services firm by providing a superior client experience and financial advice.

     

    We pledge to continuously act with the utmost integrity and honesty, always putting our clients first.

     

    By simplifying their financial needs, our clients will be able to devote more time to their personal priorities.