The WIM Investment Process

At Woloshin Investment Management (WIM), we take a dynamic and comprehensive approach to wealth management to address the unique financial and income needs of each client.

• Review current investments — We conduct a review of the client’s current investment portfolio.
• Outline financial objectives — Whether our clients want to focus on generating income for retirement or saving to sending their children to college, we work with them to outline realistic financial goals.
• Identify investment opportunities — Once becoming a WIM client, we will identify appropriate investment opportunities and refine as needed. We conduct quarterly reviews with each client to discuss their portfolio’s performance and also identify any life changes that may impact their investment strategy.

YOUR NEXT CHAPTER: Should Include an Independent Retirement

Let us help you develop a specific plan of action.

Your story is important. You’ve worked hard all your life. Now, you deserve your happily ever after. We can help you get there.

At Woloshin Investment Management, our financial advisors have dedicated themselves to helping others write the next chapter in their lives. We develop retirement strategies that are straightforward, tailored to clients’ individual needs, and provide steady and reliable income during retirement. Our team has been helping retirees and pre-retirees on their path toward financial independence since 2004.

Here at Woloshin Investment Management, our business model is simple: Our clients come first. When families place their trust in us, it’s our job to help them pursue their goals — a responsibility we don’t take lightly.

We know you’ve worked hard for your money. We’ll work just as hard to help you protect and grow it.

UNDERSTANDING YOUR BACKSTORY

We begin by listening to you tell your life story up to this point. Only by understanding where you’ve come from can we begin to understand your future financial goals. Then, we provide a realistic assessment to help identify opportunities where you may be able to enhance your existing retirement plan. Because everyone deserves a confident, independent retirement.

WRITING YOUR NEXT CHAPTER

It’s no secret that retirees are living longer, fuller lives. We’re committed to helping our clients work toward achieving the financial independence they deserve. Let’s start writing your next chapter now, by working together to design a retirement plan that addresses your future financial goals. Pick up the phone and call us today at 609.654.9700!