Services Offered
Investment Management
Personalized portfolio management to optimize returns and align with your financial goals, including 401k and IRA strategies.
Retirement Planning
Comprehensive planning for retirement savings, income strategies, and long-term financial security.
Financial Consulting
Expert advice on wealth management, tax planning, and financial decision-making tailored to your needs.
Professional Referrals
Assistance in vetting and connecting with trusted professionals like insurance brokers and accountants.
College Funding Strategies
Guidance on saving and investing for education expenses, including 529 plans and other options.
Reviews
5(5 reviews)
Rating Distribution
5
5
4
0
3
0
2
0
1
0
K
Kristi Cook
via Google
about 1 month ago
Robert’s diligence and knowledge has more than tripled the returns we would have expected from our typical, ‘self-managed’ 401k. He is very responsive and always has our best interest in mind.
D
D. Todd Leedervia Google
4 months ago
We couldn’t be more pleased we found Robert. For years we had our IRA'S parked in a standard brokerage account. Making the standard gains, not really feeling our nest egg was getting the right attention or doing the best that it could. Not anymore! Best money move we ever made. Highly recommend.
C
Carter Mayberryvia Google
9 months ago
My wife and I have been using Bob’s services since Feb 2019. He has been very helpful at helping us manage our finances. He has also helped us vet other professionals whose services we need (long term insurance broker, accountant, for example). Thanks, Bob!
P
Payton Turnervia Google
9 months ago
Robert is very knowledgeable, humble, and helpful when it comes to working towards our goals in a realistic manner. He has been attentive to our needs, responds quickly, and is trustworthy when it comes to making wise decisions about money investments. We so appreciate you, Robert Wojcik!
M
Mandy Ayersvia Google
9 months ago
Kind, patient and extremely responsive and knowledgeable. Glad we found Robert! Our girls know him as “Mr. Bob” who is helping them pay for their college.
