Broker Check

PROSPECTIVE CLIENTS

The professionals at Bernard R Wolfe & Associates provide comprehensive financial planning, wealth management services, and portfolio management. In order to establish a relationship with us, you typically need to satisfy the following requirements:

  • Have investible assets of $500,000 or more; or
  • Be an immediate family member of a client; or
  • Be referred to us by an existing client.

CLIENT QUESTIONNAIRE

In order to properly establish a new client engagement, please complete our Client Financial Questionnaire as thoroughly as possible. The questionnaire is designed to cover the quantitative aspects of your finances. This will provide us with an opportunity to spend a considerable portion of the data-gathering process discussing the more qualitative issues that will ultimately play a critical role influencing our planning decisions.

Client Financial Questionnaire (pdf)