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Michael Wolnick, Financial Advisor

FINANCIAL ADVISOR
Michael Wolnick

CEPA®, WMCP®, AAMS™
4532 Mcmurry Ave Suite 205, Fort Collins, CO 80525opens in a new window
Serving clients with $100,000
CallSend Me a Message

Focus Areas

  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Charitable Giving
  • Business Retirement Plans

About Michael

I empower your purpose at the intersection of business, family and philanthropy – in growing and preserving wealth, tax-smarts, taking care of loved ones, protecting what you've built and amplifying charitable giving.

You're successful and you know that as your wealth grows, so does the complexity. I partner with you through a comprehensive, whole-system, purpose-driven approach to your finances. With a values-first approach, we'll help ensure your wealth is working for you and what you value most. Together, we prioritize your goals, clarify tradeoffs and help make sure nothing is missed. Finally, what good is a strategy without effective execution? We...

Work History

  • Edward JonesFebruary 2022 to Current

Certifications

  • CEPA®

    Certified Exit Planning Advisor®

  • WMCP®

    Wealth Management Certified Professional®

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Keller Grad School of MgmtMBA (Masters of Bus Admin)
  • Keller Grad Sch of Mgmt(DeVry)Bachelor of Science

Personal Interests

  • Active Lifestyle
  • Board Games
  • Health & Nutrition
  • Hiking
  • Golfing

Team Members

  • Heather Businger
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

Phone

(970) 837-2065

Fax

(877) 610-3952

Office Address

4532 Mcmurry Ave Suite 205
Fort Collins, CO 80525opens in a new window

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