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Robert W

Series 63, Series 66

Gilbert, AZ

W Wealth Advisors

Robert Wojcik is a financial advisor at W Wealth Advisors in Gilbert, AZ, holding Series 63 and Series 66 designations with 15 years of industry experience. He has been with W Wealth Advisors since 2010. W Wealth Advisors is a fee-only investment adviser serving individuals, corporations, trusts, foundations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, retirement-plan advisory services, and hourly consulting through a customized, client-centered process that integrates both fundamental and technical analysis, utilizing a mix of active and passive investment strategies.

General retirement planning Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting Debt management Wealth management Founder/Business Owner Retired
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