Zachary Wojtowicz

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 money. 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 “My job first and foremost is to be a good listener. I need to understand how life experiences have shaped my client’s money behaviors so I can then come back with several potential paths forward and have an open discussion about pros, cons, and tradeoffs to each.”  Zack’s goal is to cultivate strong, long-lasting, collaborative relationships with his clients. In 2022, Zack acquired his CFP® Designation after also becoming a Chartered Financial Consultant, (ChFC®). Zack, Tiffany and their two kids, Isla and Colton, live in Easton, CT.

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I am licensed and registered to offer products and services in RI. Licenses and registrations will vary. Domiciled in CT