Bernard R. Wolfe & Associates Email Format

Financial ServicesMaryland, United States2-10 Employees

Bernard R. Wolfe & Associates, Inc. operates in the financial services sector, offering wealth management strategies and institutional investment services. The firm emphasizes personal attention to clients, tailoring guidance for individuals and entities ranging from young savers and couples to retirees, as well as corporations and professional athletes. Based in Rockville, Maryland, the company positions itself as a partner capable of informed decision-making through regular communication and in-depth knowledge of clients’ circumstances.
Founded in 1981, the practice highlights its principal, Bernie Wolfe, and maintains relationships through in-person meetings, conference calls, and periodic commentaries. Securities are offered through Kestra Investment Services, LLC, with investment advisory services provided via Kestra Advisory Services, LLC, affiliates of Kestra IS, which shapes how clients access and receive service. The firm notes its affiliation with Kestra entities and directs inquiries to Kestra Compliance for additional disclosures.

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