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Monday 8am - 4pm Tuesday 8am - 4pm Wednesday 8am - 4pm Thursday 8am - 4pm Friday 8am - 12pm

Matthew B Brozik Private Wealth Management

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Mankato, MN
Matthew B Brozik Private Wealth Management

Matthew Brozik, Owner & Independent Advisor at Matthew Brozik Private Wealth Management. We are an i

Securities and Advisory Services offered through Arkadios Capital Member FINRA/SIPC

3 Fatal Retirement Traps to Avoid in Your Financial Plan

https://www.matthewbrozik.com/3fatalretirementtraps?fbclid=IwAR28lYMXKK9pMQmT49fygpHRVzftwjMwF07sun56qcv9kWDck01oicJnND8

09/01/2023

Have you thought about the legacy you want to leave behind for your future generations? ✨

Here are three things to consider:

✨ Estate Planning: Carefully consider legal documents for a well-structured legacy. Our professionals assist with financial power of attorney, medical care expenses, and beneficiary designations.

🏛️ Legacy Planning: Pass on your values, wisdom, and generosity with living legacy opportunities and arrange living trusts and financial gifts for your loved ones.

🌱 Planning for Future Generations: You’ll want to protect your hard-earned assets from being squandered. With proper planning, your values, legacy, and memory live on.

Take charge of your future with our independent financial advisors. We specialize in retirement, estate, and legacy planning.

Let's build your legacy together. 💪

Securities offered through Arkadios Capital. Member FINRA/SIPC. Advisory services through Arkadios Wealth. Matthew B. Brozik, Private Wealth Management and Arkadios are not affiliated through any ownership.

08/30/2023

In the pursuit of wealth and effective wealth management, a single Google search won't unveil all the answers. ❌

It takes diligence, timeliness, and thorough research to truly understand what's happening in the dynamic world of wealth. 💰

Remember, building and managing wealth requires dedication and a commitment to continuous learning.

So roll up your sleeves, stay vigilant, stay timely, and do your research diligently.

The world of wealth is waiting to be explored! 💪

Securities offered through Arkadios Capital. Member FINRA/SIPC. Advisory services through Arkadios Wealth. Matthew B. Brozik, Private Wealth Management and Arkadios are not affiliated through any ownership.

08/28/2023

Hi, I’m Matthew Brozik - the face behind ! 👋

I haven’t properly introduced myself in a while, so I’d love to share a little bit here with you.

As a Wealth Manager, I am passionate about enlightening and empowering my clients, helping them make confident decisions for themselves and their families. I strongly believe in ongoing learning and delivering maximum value, which allows me to stand out in the industry. It's important to me to constantly improve and provide the best service possible. 💪

I graduated from The University of Minnesota-Duluth and I hold a FINRA Series 7, 63, and Insurance License, as well as a long-term care certificate. These qualifications enable me to provide comprehensive financial guidance to my clients.

When I'm not working, I enjoy spending quality time with my family and engaging in outdoor activities. I also have a passion for playing hockey, which allows me to stay active and have fun. Giving back to the community is something that I deeply care about, and I actively seek opportunities to contribute and make a positive impact. 🏒

If you haven't done so already, I invite you to follow for financial insights, adventures, and valuable wisdom directly from me!

I hope you stay connected and join me on this exciting journey. 📲

Securities offered through Arkadios Capital. Member FINRA/SIPC. Advisory services through Arkadios Wealth. Matthew B. Brozik, Private Wealth Management and Arkadios are not affiliated through any ownership.

08/25/2023

It's truly mind-boggling how countless investment options fly under the radar, with a whopping 90% remaining undiscovered.

Can you believe it? 🤔

But here's the truth: within this unexplored realm lies an abundance of extraordinary opportunities, boasting unparalleled growth potential and mitigated risks! ✨

Don’t know where to begin?

Let's connect and unlock the untapped treasures of the investment world! 📈

Securities offered through Arkadios Capital. Member FINRA/SIPC. Advisory services through Arkadios Wealth. Matthew B. Brozik, Private Wealth Management and Arkadios are not affiliated through any ownership.

08/23/2023

When it comes to retirement planning, we stand apart as a completely independent financial advisory firm. You don’t have to do this alone. 💬

We have the freedom to offer retirement investment solutions from the full marketplace, tailored to your unique objectives, values, and goals. 💰

Our commitment to transparency sets us apart. We provide full disclosure on every option, ensuring you know exactly how much we'll be compensated and the value you'll receive. No hidden agendas here! 💯

Unlike non-independent or proprietary firms, we answer directly to you, our valued clients. Your best interests are our sole priority. 🤝

Ready to design a retirement plan that truly aligns with your vision? Let's talk. 📞

Securities offered through Arkadios Capital. Member FINRA/SIPC. Advisory services through Arkadios Wealth. Matthew B. Brozik, Private Wealth Management and Arkadios are not affiliated through any ownership.

08/21/2023

When envisioning your future, it's essential to consider the legacy you'll leave behind for your loved ones and community. 💬

At our firm, our independent financial advisors are dedicated to helping you shape that legacy. We offer comprehensive services, including retirement planning, estate planning, and legacy planning. 📈

Whether it's ensuring a comfortable retirement, preserving and passing on your wealth, or making a positive impact on future generations, we're here to guide you every step of the way. 💪✨

Let's work together to create a legacy that reflects your values, ambitions, and the lasting impact you wish to make.

Reach out to our team today! 📞

Securities offered through Arkadios Capital. Member FINRA/SIPC. Advisory services through Arkadios Wealth. Matthew B. Brozik, Private Wealth Management and Arkadios are not affiliated through any ownership.

08/14/2023

Seeking the Holy Grail of Private Investments? 🔐

Save this.

Essential Tips for Success:

1️⃣ Choose trustworthy operators who are invested in your mutual growth.
2️⃣ Align interests: Look for operators who profit when you do.
3️⃣ Understand revenue splits and tax implications.
4️⃣ Evaluate debt structure for stability and potential.

Knowledge is power in private investments! Stay informed, ask the right questions, and research diligently. 🔍

Only then can you venture forth with confidence.

Securities offered through Arkadios Capital. Member FINRA/SIPC. Advisory services through Arkadios Wealth. Matthew B. Brozik, Private Wealth Management and Arkadios are not affiliated through any ownership.

08/07/2023

Is 1031 exchange planning right for you? 🏘️

Say goodbye to hefty tax bills when selling your property. Take advantage of 1031 exchange planning to save big and invest in other properties. 💰

But hold up, it's not as simple as it sounds.

The rules and regulations can get tricky. 😬

Want to navigate the world of 1031 exchange planning like a pro? Let's talk! 📞💬

Securities offered through Arkadios Capital. Member FINRA/SIPC. Advisory services through Arkadios Wealth. Matthew B. Brozik, Private Wealth Management and Arkadios are not affiliated through any ownership.

06/27/2023

💸 Can your money make more money? 💰

Absolutely!

With the right strategy, you can leverage your assets to build your portfolio and increase your wealth. 📈

I recently helped a client go from one property to two, without breaking the bank. 🏠

Curious how? Check out one of my recent Reels titled “Get Your Money To Make You More Money” to find out more!

Securities offered through Arkadios Capital. Member FINRA/SIPC. Advisory services through Arkadios Wealth. Matthew B. Brozik, Private Wealth Management and Arkadios are not affiliated through any ownership.

06/19/2023

🤔 What's the biggest difference between an inflationary and deflationary depression or recession?

This is a question worth asking, as there are two different types of major economic downturns.

An inflationary depression or recession occurs when prices go up, while a deflationary depression or recession sees prices going down. 📊

It's important to understand the implications of each type, so listen up and don't wait until it's too late to educate yourself on this important topic. 💡

Securities offered through Arkadios Capital. Member FINRA/SIPC. Advisory services through Arkadios Wealth. Matthew B. Brozik, Private Wealth Management and Arkadios are not affiliated through any ownership.

06/13/2023

🤔 Wondering what economic indicator tends to drop before a recession hits?

Jobless claims take the lead.

In March 2023, job openings plummeted by a staggering 9.6 million. That's no small figure! 📉

The decline in job openings usually foreshadows rising unemployment.

Are we headed for a recession?

It's up for debate, so feel free to share your thoughts below... 🤷‍♂️💭

Securities offered through Arkadios Capital. Member FINRA/SIPC. Advisory services through Arkadios Wealth. Matthew B. Brozik, Private Wealth Management and Arkadios are not affiliated through any ownership.

06/06/2023

The small business community has spoken: According to the latest NFIB report, we're not headed in the right direction. 🤔

With a reading of 89, businesses are feeling worse than they did during COVID-19 and the flash crash of '08.💰

What does this mean for your financial planning?

Continue to watch this space! More on this coming soon... 💸

Securities offered through Arkadios Capital. Member FINRA/SIPC. Advisory services through Arkadios Wealth. Matthew B. Brozik, Private Wealth Management and Arkadios are not affiliated through any ownership.

Address

100 Warren Street SUITE 346
Mankato, MN
56001

Opening Hours

Monday	8am - 4pm
Tuesday	8am - 4pm
Wednesday	8am - 4pm
Thursday	8am - 4pm
Friday	8am - 12pm

Website

http://www.matthewbrozik.com/

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