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Matthew W

CFP®, Series 66

Zumbrota, MN

Wojick Capital Management

Matthew Wojick is a CFP® professional with 10 years of experience in financial advisory services. He is the sole advisor at Wojick Capital Management, an independent firm he established in 2023. Prior to this, Wojick worked at Edward Jones and FBL Wealth Management among other firms. Although licensed to sell insurance, he does not offer insurance products or services to his clients. Wojick Capital Management provides investment advisory services and financial planning primarily to individual and high-net-worth clients. The firm operates on a non-discretionary basis, incorporating fundamental and cyclical analysis, with client approval required for all trades and periodic account reviews.

General retirement planning Long-term care insurance General tax planning Wealth management Cash flow / budgeting
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