Wealth Management Services

The focus at Bernard R. Wolfe & Associates is managing wealth using institutional strategists and diversified portfolios to help our clients reach their financial goals. 
We make portfolio recommendations, which are based on the objectives, needs, and risk tolerance of each client.  We encourage yearly meetings, at a minimum, to discuss the ongoing wealth management plan and the life events that change the plan. 
Wealth Management involves wealth accumulation and wealth distribution in the following areas:
  • Retirement Planning
  • Estate Planning
  • Executive Compensation Planning
  • Tax Planning
  • Insurance Analysis and Planning
  • Education Planning
  • Asset Allocation
  • Benefit Analysis and Planning
Bernard R. Wolfe & Associates strives to help provide you with the strategies to build your wealth and give you confidence in your investments to live your life the way you want to.