Team profile

What you can expect when you work with us.

We have the honor to serve clients across 23 states, providing personalized service no matter where you are. We go the extra mile with house calls, bringing our financial guidance directly to your doorstep. Whether you or someone you know has financial questions, we are always ready to provide clear, insightful answers. You can count on us to be your dedicated financial advisors who are committed to helping you achieve success and peace of mind. Get started with a complimentary initial consultation.

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Intergenerational Planning
  • Investment Management

Awards & recognition

  • Wojcik, Folk & McGeorge, Forbes Best-in-State Wealth Management Teams, 2023
  • Joseph Alan Wojcik, Five Star Wealth Manager, 2012-2024
  • Joseph Alan Wojcik, Ameriprise Circle of Success, 2010-2023
  • Jeremy Folk, Five Star Wealth Manager, 2018-2019,2022-2024

Community participation

Our Approach

We are committed to empowering our clients by delivering innovative, strategic, and personalized asset management solutions. Our mission is to enhance the financial well-being of individuals, families, and institutions through diligent stewardship, ethical investment practices, and a relentless focus on achieving long-term financial objectives. We strive to be trusted partners in our clients’ financial journeys, ensuring that each decision aligns with their unique goals and values.