Our Firm


The professionals of Bernard R. Wolfe & Associates provide Wealth Management Strategies and Institutional Investment Services to an international client base.  The firm's principals: Bernie Wolfe, Brad Glickman and Samantha Fraelich have close to 50 years of combined experience and lead a team of CERTIFIED FINANCIAL PLANNERTM practitioners. 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 since 1981.  Our client base is extremely diverse, ranging from young people just getting started to retirees; and from large and small corporations to professional athletes.