Wealth Management And Financial Planning Services For Over 30 Years
BERNIE WOLFE OF BERNARD R. WOLFE & ASSOCIATE WAS RECENTLY NAMED AS ONE OF THE TOP 400 FINANCIAL ADVISORS IN AMERICA BY THE FINANCIAL TIMES!
Bernard R. Wolfe & Associates provides Wealth Management Strategies and Institutional Investment Services to an international client base. The firm's principals include Bernie Wolfe, Brad Glickman & Samantha Fraelich-Rohe. Each hold the Certified Financial PlannerTM designation and have been featured & interviewed in various news publications such as the Wall Street Journal, The New York Times, The Washington Post, CNN, Fox & NBC-DC/Baltimore to name a few.
We provide financial guidance to both individual and business clients to assist them in making pertinent decisions regarding their personal and professional financial goals.
At Bernard R. Wolfe & Associates, we pride ourselves on providing personal attention to each and every client. Our client base is extremely diverse, ranging from young people just getting started to retirees; and from large and small corporations to professional athletes.