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Our Services

At Bernard Wolfe and Associates, we provide expert assistance in the following areas:

Wealth Management

  • Investment Portfolio Construction & Management
  • Asset Management
  • Asset Allocation
  • Charitable Gifting
  • Donor Advised Funds
  • Lending Solutions

Comprehensive Plans

  • Tax Planning
  • Social Security Planning
  • Retirement Planning
  • Investment Planning
  • Education Planning
  • Estate Planning or Family Legacy
  • Divorce Planning

Risk Management

  • Life Insurance
  • Long Term Care
  • Disability Insurance
  • Personal Liability
  • Home & Auto Insurance
  • Benefits Analysis