Murawski Wealth Management

The firm provides fee‑only investment advisory and comprehensive financial planning services to individuals, trusts, estates, charitable organizations, corporations, and pension or profit‑sharing plans, delivering customized discretionary portfolio management across a wide range of instruments including mutual funds, ETFs, options, fixed income, and interests in partnerships. Services routinely include tax‑aware guidance, estate and legacy considerations, risk‑management reviews, and financial education, with planning integrated into the advisory engagement.

Portfolios are constructed using a diversified allocation approach and may incorporate fundamental, technical, or cyclical analysis depending on client objectives and market conditions; the firm implements both long‑term and shorter‑term strategies and may use options, margin, and rebalancing to manage risk and pursue client goals. Ongoing oversight involves continuous account review with at least annual formal updates, and clients receive weekly performance reports in addition to custodian statements.

Compared with many independent solo advisers, the firm’s practice notably includes pension consulting and qualified retirement plan services, acting as either an ERISA Section 3(21) or 3(38) fiduciary and assisting plan sponsors with investment policy, manager selection, benchmarking, and implementation (including referrals to third‑party managers). The adviser manages a meaningful amount of discretionary assets (approximately $74.5 million) across roughly 100 client relationships while combining individual wealth management with institutional and plan consulting services that are uncommon among peers.