Bernard R. Wolfe & Associates

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 principal, Bernie Wolfe holds the Certified Financial PlannerTM designation and has 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. 
 


 

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Savings Accumulation

Estimate the future value of your current savings.

Disability Income Insurance

How much Disability Income Insurance do you need?

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HOT TOPIC: Wild Ride: Understanding Market Volatility

Some reasons behind current market movements and why investors should refrain from emotional reactions.

Dividends as a Growth Strategy

A study by S&P found that dividend income represented 34% of the monthly total return of the S&P 500 index from 1927 through 2012.

Do You Need Disability Insurance?

In 2013, 59% of new disability claims were for people 50 and older and it often takes more time for them to recover.

Women May Need More Life Insurance

While women make up more than half of the U.S. labor force, about 43% of women don’t have life insurance.

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