At Dworsky Wealth Management, our mission is to help create and preserve wealth for individuals and businesses. We believe true financial and estate planning occurs only when all aspects of insurance, savings, investment, and tax planning are fully integrated. We use a well-defined economic process featuring a financial model, enabling us to coordinate financial decisions for maximum efficiency.
We subscribe to the Wealth Building Cornerstones philosophy as our chosen system to help clients because it is not only about numbers, it’s a system that is educationally rooted and academically tested. In fact, firm owner, Jay Dworsky, RICP®, has been with WBC helping with its development since its inception. He says, “We educate our clients on available strategies and alternatives to allow them to make their own sound financial decisions, providing the financial products and services necessary to implement the chosen strategies.”
communication style is down-to-earth, and he’s worked with retirement and financial issues so long that he is at ease speaking about them in plain English. He listens, and he makes it his goal to meet people where they’re at.