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.
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.
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: | Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, 401K Rollovers, Wealth Management, Money Management, Financial Planning for Individuals, Financial Planning, Portfolio Management, Retirement Planning, Financial Advice & Consulting |
Services |
| Investment Types: | Annuities, Stocks, Bonds, Mutual Funds, Insurance, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Phone, Our Office, Email, Video Conference |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Life, Annuity |
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 |
| Minimum Portfolio Size for New Managed Accounts: | $100,000 |
Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. Additional Detailed Disclosures |
Disclaimer |
| Investment Advisory Services offered through Woloshin Investment Management, LLC, a Registered Investment Advisor. |
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
| 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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