The professionals of Bernard R. Wolfe & Associates provide all encompassing Wealth Management Strategies and Institutional Investment Services to a diverse client base. Bernard R. Wolfe established himself in the area first while pursuing a five-year NHL career with the Washington Capitals. He has since served as the Bernard R. Wolfe and Associate’s principal since he opened his doors in 1981. A trusted advisor, Bernie prides himself on leading by example, sustaining the strong BRW Team reputation that has been built throughout his 40 plus years of experience.
At BRW, we do more than manage assets. We build confidence through financial stability and by providing personal attention to each and every client. As a firm, we measure our success by our proven track record assisting client’s achieve their goals.
We do not take the fiduciary responsibility of client’s entrusting their assets with us lightly. Our objective is to create a personalized investment strategy and assist with every step of the way. We ensure each client not only meets, but exceeds each intermittent and ultimate goal set.
All of us at Bernard Wolfe and Associates are fully committed to you. We pride ourselves in exceptional customer service, transparent processes and proactive methods of communication. Our unbiased and trustworthy client-first approach is evident through the magnitude of assets under management and long lasting client relationships.