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Michael Woloshin
Woloshin Investment Management

Tel: 609-654-9700
40 N Main Street
Medford, NJ 08055
Woloshin Investment Management | Financial Advisor in Medford ,NJ

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About Michael Woloshin

Celebrating more than 30 years as an investment advisor, Michael Woloshin helps those soon to be retired, and those already retired, achieve financial independence. His years of experience have enabled him to recruit a team that is focused on creating customized income strategies for each client. Woloshin Investment Management (WIM) does not outsource asset management to vendors but instead helps clients prudently manage their assets through the WIM Investment Committee guiding the three WIM Investment Portfolios. The WIM Investment Committee is composed of highly experienced professionals who help clients manage their portfolios based on each client's individual needs. Michael is also able to use his knowledge of risk management to recommend customized income strategies utilizing asset allocation to help diversify and rebalance client portfolios. Woloshin Investment Management (WIM) is a Registered Investment Advisor. Michael is an Investment Advisor Representative and Managing Director of the WIM Investment Committee. He specializes in helping clients achieve their retirement income goals. Under Michael's guidance, WIM has developed a reputation for client loyalty, satisfaction and providing outstanding customer service.


About Woloshin Investment Management

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.
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General Information

Name of Custodial Firm:   TD Ameritrade
States Licensed in:   NJ
Number of Years with Current Firm:   17
Work Experience:   Michael specializes in helping clients create and implement their customized retirement income plan.
Work with the following types of clients:   Businesses, Individual Investors
Advisory Services Provided:   Financial Planning for Individuals, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Portfolio Management

Services

Investment Types:   Insurance, Mutual Funds, Bonds, Stocks, Annuities, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Via Email, Our Office, Via Phone, Video Conference

Qualifications & Memberships

Insurance and Annuity Licenses:   Annuity, Life

Firm Information

Advisor's Number of Clients:   585
Advisor's Number of Managed Clients:   585
Assets Managed by Advisor:   $158 million

Compensation and Fees

Fee Structure:   Fee-Based

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Disclaimer

Investment Advisory Services offered through Woloshin Investment Management, LLC, a Registered Investment Advisor.

Compliance

Registered Investment Advisor:

Yes


Investment Advisor Representative:

Yes


Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

I have a clean record


Criminal Disclosures in Last 5 years:

I have a clean record


Office Hours

Mon. 9:00 AM - 5:00 PM
Tue. 9:00 AM - 5:00 PM
Wed. 9:00 AM - 5:00 PM
Thu. 9:00 AM - 5:00 PM
Fri. 9:00 AM - 5:00 PM

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