The WIM Investment Process

At 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 client wants 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.
  
  

Michael Woloshin | Managing Director

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 the clients’ 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.

Katie Woloshin | Financial Advisor

Katie has spent multiple years in the financial services industry helping clients achieve their most important financial goals. She graduated from James Madison University with a Bachelor’s Degree. Katie specializes in goal based financial planning.

Mary Vaughan | Clientele Communications

Mary has been with the firm for 10 years. She handles all daily correspondence, records and reports, as well as client communication. She is also responsible for maintaining the client in-house database. She is always ready to help with any request you may have.

Suzy Egan | Portfolio Manager

Suzy Egan is a senior member of the WIM Investment Policy Committee and is integral to the portfolio management of the WIM Models. She is responsible for asset allocation, manager selection and review, conducting quantitative analysis of economic and capital market trends, portfolio risk analysis, asset allocation and investment strategy selection. Suzy has been with WIM for more than six years and has over 15 years of experience analyzing and managing investment portfolios.

In addition to earning her MBA in Finance from Fordham University, she is registered and licensed in securities and insurance and is an investment advisor representative with our firm.

Peggie Bochnowski

Bio coming soon!

We invite you to come into our office

It is important to feel you have control over your future. At Woloshin Investment Management, we offer our experience and knowledge to help you design your own strategy for financial independence.

Contact us today to schedule a free introductory consultation! Call us at (609) 654-9700 or connect with us online at Mike@WoloshinLLC.com.