Bernard R. Wolfe & Associates

Wealth Management And Financial Planning Services For Over 25 Years

Bernard R. Wolfe & Associates provides Wealth Management Strategies and Institutional Investment Services to an international client base.  The firm's principals: Bernie Wolfe and Brad Glickman are Certified Financial PlannersTM.  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. 


Calculators

Savings Accumulation

Estimate the future value of your current savings.

Financial IQ Test

Take this quick quiz to find out your Financial IQ

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

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Newsletters

Hot Topic: Historic Stimulus Strives to Spur Economy

In an attempt to address the nation's ongoing economic challenges, Congress has passed and the president has signed the American Recovery and Reinvestment Act of 2009. The $787 billion package is remarkable not only in its scale and scope but in the speed of its passage as well.

Time to Revisit Risk

During volatile financial times, it is only natural to reconsider your own personal risk tolerance and review the role of risk in your portfolio.

Inflation Goes to College

Over the past 10 years, tuition and fees have grown more than 4% faster than the rate of general inflation at public four-year colleges and more than 2% faster than inflation at private four-year colleges.

What You Can Learn from LIBOR

To investors around the world, LIBOR is more than a mere benchmark for short-term interest rates. It’s a proxy for how global markets view the outlook for the U.S. economy.

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