Broker Check

Welcome to the BRW Team

Bernard R. Wolfe & Associates offers comprehensive solutions through a spectrum of financial services. Whether you have been in the workplace for years or are just starting out, Bernard R. Wolfe & Associates will make every effort to help you achieve and surpass your goals.

Financial Guidance

Unique Individualized Client Experience

Planning for what matters most. We believe our clients’ investments need a holistic approach. We will work with you to optimize your life and financial goals, ambitions and objectives.

We specialize in tailoring portfolios to fit our client’s current needs and provide foundations for future appreciation. Regardless of the present position within your financial journey, we strive to take you to the next level. We provide an extensive list of services to achieve your financial goals; including, but not limited to, utilizing wealth management techniques, implementing insurance strategies, and creating comprehensive plans. (See below for detailed descriptions of a few of our services).


The health and safety of our employees and clients is a priority to all we do at Bernard R. Wolfe and Associates.  To that end, we have decided to close the office at this time due to the pandemic of COVID-19. We will continue to work remotely, providing you with the exceptional service that is the cornerstone of our firm. If you need to reach us, please email us with your requests or questions. You can still reach us by phone by calling the office at (301) 652-9677 and using the dial-by-name directory.

We are here to help and support you in any way we can. Please do what is necessary to protect your health and the health of others.  We will do the same.

The Bernard R. Wolfe & Associates Team



We specialize in tailoring portfolios to fit our client's current needs and provide foundations for future appreciation.

Investment Philosophy
Comprehensive Plans
Risk Management

Investment Philosophy

Our team of industry experts works as a unified unit to provide exceptional wealth management services to our clients. Employing a consultative and holistic practice, we go above and beyond to meet short-term needs while building long-term profitability. Recognizing that accumulating wealth requires patience and foresight, we utilize diversification and time-tested strategies to provide portfolio recommendations based on the objectives, needs, and risk tolerance of each individual client.

Comprehensive Plans

The professionals at Bernard R. Wolfe & Associates assists in your financial needs along every step of your personal journey. Our experience and strategy make it easier to define objectives, recognize obstacles, and achieve goals. We believe in the importance of creating a “road map" and distinguish ourselves as the GPS system that will navigate you, and those most important to you, down the optimal path.

Risk Management

We believe, acquiring a solid risk management strategy is a vital step in the goal of protecting those most important to you. We incorporate several insurance services to ensure your wealth and future are secured. We recognize the intricacy of fitting these building blocks together to create your overarching financial plan, regardless of whether accumulation, preservation, or generational wealth transfer is your primary objective.


Meet Our Financial Team

Our experienced and enthusiastic “BRW” team thrives on client satisfaction. We pride ourselves on making sure each client experience is more memorable than the one before. Please visit our Company page to learn more about us.



Schedule a meeting with an advisor

We’d love to hear from you. Give us a call and we’ll get started.