Matthew Nawrocki is a Financial Advisor at Nawrocki Wealth Management, a financial services firm specializing in estate planning strategies, wealth accumulation, business planning, and executive benefits for both publicly and privately-held companies.
With 13 years of experience within financial services at multiple money managers, Matthew is uniquely qualified to address the diverse needs of each client as they financially prepare for their future. He provides recommendations for asset allocation, funding for education, retirement, as well as life and long-term care insurance. He works closely with business owners, executive teams, and their advisors to help realize their financial goals and implement strategies to meet their distinctive needs.
Education
- DePaul University
- Master of Business Administration in Finance, 2016
- Villanova University
- Bachelor of Science in Economics, 2011
Professional Qualifications
- Series 7
- Series 63
- Series 65
- Life, Accident & Health insurance licenses
Memberships & Affiliations
Misericordia Home of Mercy - Chicago, IL
Personal Data
Matthew resides with his wife, Ashley, in Rochester, MI. In his free time, he enjoys reading, traveling, and watching Villanova basketball or the Chicago White Sox. Matthew is a proud dad to his son, Henry, and dog dad to his Bernedoodle, Franklin.
I aim to take a proactive approach to create and preserve wealth for my clients. I will bring a desire to find creative solutions to complex problems by coordinating different aspects of the client’s situation into a clear, integrated plan.