As a Quinnipiac University Finance Major, Zack has always been intrigued by how people interact with money and financial markets. Financial services has provided Zack with the ideal platform to help individuals and families better understand their relationship with personal finances. He works in a fiduciary capacity with goal-based, client-centric planning as the focus.
Every client’s story is unique and intimate. With that, Zack believes the only solution is a personalized plan that is tailored to the individual’s needs, wants, and values. Zack places education at the root of his planning practice, believing that “There is no such thing as a bad investment. Investments are simply tools that need to be understood at a fundamental level and used properly”. Zack’s goal is to cultivate strong, long-lasting, collaborative relationships with his clients. He says, “If I had to identify one common theme for those who seek out my guidance, it is that they have come to a realization that they are done sacrificing today for some imaginary tomorrow.”
Zack has been a proud recipient of The Five Star Wealth Manager Award. Five Star Professional recognizes a select group of wealth managers who have proven excellence in their field, evaluating candidates on ten criteria associated with outstanding service. In 2022, Zach acquired his CFP® Designation after also becoming a Chartered Financial Consultant, (ChFC®).
An avid golfer, thankful son, proud uncle, and lucky husband, Zack resides in Lisbon, Connecticut with his wife, Tiffany.
I am licensed and registered to offer products and services in RI. Licenses and registrations will vary. Domiciled in MA.
Zachary Wojtowicz is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC. www.SIPC.org 6 Corporate Drive Shelton, CT 06484 (203) 513-6000. The 5 Star award is granted by Five Star Professional, an independent 3rd party marketing firm. This award may not represent the experience of all clients and is not indicative of future performance or success. This award stems strictly from client experiences as an insurance or securities product customer.