SPECIAL ADVERTISING SECTION
PROFILES | FINANCIAL PROFESSIONALS
“We promote a consistent investment approach that is built on personal and family interests with regard to risk, return and liquidity needs.”
Bernard r. Wolfe and Associates, inc.
What type of client do you specialize in?
We work with a diverse range of clients from young professionals
to retirees to corporations and professional athletes. Although our
clients may have different backgrounds and needs, they have one
thing in common: they’re all in demanding professions or have complex financial situations that make it difficult or impractical to manage
their finances on their own.
We believe clients are entitled to an in-depth discovery process before we make recommendations. Because we do in-depth
analyses, we work best with those who have a minimum of $1 million
in investable assets. Our clients value our collaborative style, which
helps them make informed decisions.
What brings you the most satisfaction in your work?
The team at Bernard R. Wolfe & Associates feels rewarded when
we can be the steady, patient partner a client needs. By taking
extreme care to learn about every client, maintain proactive com-
munication, work collaboratively and take a personalized, partnership
approach, we can align clients with the goals they may not have been
best positioned to reach otherwise. Our commitment to proactive
communication results in developing personal solutions and, more
importantly, relationships that extend across generations.
What is the one thing that your clients should know about
We believe in having an emotional benefit as well as financial. The
team speaks to clients with sincere candor and frankness, even if it
means helping break old habits or clearing up strong misconceptions
about their finances. We promote a consistent investment approach
that is built on personal and family interests with regard to risk,
return and liquidity needs.