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Learn 10 pressing variables you should consider when creating a sound retirement income strategy for the days ahead!

Read Michael Woloshin’s most recent column for the financial publication, Read More

We help create sound retirement income strategies for people in or nearing retirement so they can have confidence that their retirement income will last as long as they do


At Woloshin Investment Management (WIM), we are retirement income specialists and recommend personalized strategies designed to help clients generate income during their golden years. Our clients benefit from the strength of a combined 75 plus years of investment experience, our “clients first” values and the stability of an established business. For us, making “suitable” recommendations is not enough. We have a fiduciary responsibility to make decisions that are in the interest of our clients—period.

To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at Mike@WoloshinLLC.com or call us at (609) 654-9700 today!


  • Retirement Income Planning

  • Social Security Optimization

  • Pension Optimization

  • Income Based Money Management

  • Asset Protection

  • Institutional Wealth Management

  • IRA & 401(k) Rollovers


Michael Woloshin



Our mission is to help you reduce your risk, preserve your capital and generate the income you'll need during retirement. Building lifelong relationships allows us to focus on caring, personalizing services and helping to make meaningful improvements in your quality of life.

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

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