Financial Planning
Focused on You

There is almost nothing more important to building wealth and achieving financial independence than working with a trusted partner. Someone who can get to know you – not just your accounts.

Wozny Capital Advisors takes what I have learned from more than 25 years working in financial planning and investment management to serve you. By leveraging my experience, partnering with industry heavyweights, and employing advanced technology, I’m able to offer concierge quality financial planning, estate planning, tax planning, and investment management services.

No matter where you are on your financial journey, I can help. And, yes, I’m still a fiduciary – obligated to act in your best interest.

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Everyone has a
Risk Number.
Let’s find yours.

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