• Are You Financially Independent?
    Request a complimentary no-obligation consultation with Michael Woloshin today!
    Phone: (609) 654-9700 / Mike@WoloshinLLC.com / Location
    Call Us Call Us
    Complimentary
    Report
    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.

    Woloshin Investment Management, LLC's website and its associated links offer news, commentary, and generalized research, not personalized investment advice. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. Nothing on this website should be interpreted to state or imply that past performance is an indication of future performance.

    All investments involve risk and unless otherwise stated, are not guaranteed. The tax and estate planning information offered by the advisor is general in nature. It is provided for informational purposes only and should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation before implementing any investment strategy. Any annuity guarantees are backed by the financial strength and claims paying ability of the issuing insurance company and may be subject to caps, restrictions, fees and surrender charges as described in the annuity contract. Index or fixed annuities are not designed for short term investments and may be subject to caps, restrictions, fees and surrender charges as described in the annuity contract. Crediting methodologies can be complex and difficult to comprehend. You should make sure you understand the risks and rewards of any annuity before considering an investment.

    Investment Advisory Services offered through Woloshin Investment Management, LLC, a Registered Investment Advisor with the U.S. Securities & Exchange Commission. Registration does not imply a certain level of skill or training.

    WIM ADV 2A Brochure / WIM ADV Supplement / WIM ADV Wrap Program / WIM CRS