Edward Jones Associate: Mike Wolnick

Edward Jones Associate: Mike Wolnick I empower others to achieve success. I can't wait to help you!

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. I believe building wealth is like planning a trip - you have to know wher

e 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. It is said that you're living your passion when you would do something even when you're off the clock, and empowering others is my calling in everything I do. 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 and theirs. In 2019, after 20 years in CA, I moved to Fort Collins, CO with my wife, 4 kids, a poodle, a schnoodle, and a part-Maine C**n. I enjoy board games, exploring the great outdoors, almost anything sci-fi, good food & good company, and Penn State football (We are…!). Member SIPC.
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I can help you evaluate these and other year-end strategies.
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Gather guidance and tips on how to give smarter to the charities you value. Register today for our Charitable Giving: Make Your Donations Count webinar.

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View our exclusive videos to get some of your questions answered about investing, saving, planning and enjoying – for today and tomorrow.

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1903 Wilmington Drive, Ste 102
Fort Collins, CO
80528

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Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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