Verified recordFinancial Services

Michael Wolnick

Financial Advisor at Edward Jones

Based in Fort Collins, United States

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Seniority

Staff

Department

Finance & Accounting

Location

Fort Collins

Industry

Financial Services

Company size

45K

Contact information

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Email

1 credit

m•••••••@edwardjones.com

Phone

5 credits

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Background

About Michael Wolnick

I am passionate about empowering others to help achieve their absolute best in their wealth, health, and careers. At Edward Jones, I'm excited to partner with serious, long-term investors to help achieve their holistic wealth goals for retirement, education, insurance, and estate consideration needs. I believe in the win-win-win; that only by helping you win do I win, and our shared success builds our communities and neighbors up as well. I take a holistic, whole-system approach to wealth; one in which we look at all facets of your life to make sure your financial health operates in perfect sync with you and your dreams. Building wealth is like planning a trip - you have to know where you want to go and what kind of experience you want to have before you can start talking about the best ways to get there or what to do while you're there. Your strategy determines your tactics and it's important for us to partner to clearly define your objectives before we can take effective action. My entire career has been about purposefully empowering others through education, career coaching, entrepreneurship, and primarily health & wellness. Over the years, I realized that a common theme in those I helped was needing to build the strategies and skills to financially support their dreams – so I pivoted from health & wellness to "wealth & healthness". I focus on simplifying complex information, ensuring you understand your investments and what they do for you, and applying a holistic approach so that your portfolio complements your life instead of controlling it. I've learned throughout my career as a serial entrepreneur that my most successful clients have been the ones that • seek the best advice and are committed to taking action on it • understand knowledge is an investment, not an expense • seek a relationship over a transaction • know that getting where they want to go is a process, not an event My vision is for my clients to feel empowered and confident in their approach to wealth – to live the life they want and trust that they have a partner watching out for them. I created Stresstoration to partner with actively engaged clients for pain relief, sports performance, injury rehabilitation/prevention, and innovative self-care strategies. Take control of your own health & wellness journey for deliver short-term relief and long-term For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see

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