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Michael Woloshin, Investment Adviser Representative

Founder and managing director, Woloshin Investment Management

Phone: 609.654.9700

Michael Woloshin is an Investment Adviser Representative, insurance professional and the founder and managing director of Woloshin Investment Management. His priority is helping those who are about to retire or who already have retired pursue their financial independence utilizing customized income strategies. Woloshin has over 35 years of experience advising clients.

Latest Features

December 2017

7 Year-End Strategies to Help You Save On Taxes

In the novel David Copperfield, Charles Dickens called procrastination the “thief of time.” Procrastination also can cost you plenty of cold hard cash when it comes to your income taxes. There ...

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Building Wealth
September 2017

What's the Big Deal About Health Savings Accounts?

Most people know HSAs offer a sweet tax deal, but they also offer a couple other important benefits you might not have considered.

See More From: Building Wealth

Building Wealth
July 2017

Is Your Financial Professional a Fiduciary? (Why You Should Know – And Care)

The answer to that question is important: It determines whether the person you’re working with is legally required to put your interests first.

See More From: Building Wealth

Building Wealth
April 2017

5 Must-Do's to Start with for Retirement Success

No matter who you are, how much you’ve saved, what kind of salary you make or how you want to spend your golden years, you’re going to need to do these five things before you can retire.

See More From: Building Wealth