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112 South Main Street
North Wales, PA 19454

        (215) 699-6511

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When Markets React No Cash, No Checks, No Problem Preparing For the Ultimate Vacation Don't Buy The Hype


Welcome to Ochotny Wealth Management

We are excited about our profession because we meet and develop relationships with great people and, more importantly, we positively affect our clients' lives.  We want each of our clients to know that they can rely on us to do our very best to help them fulfill their responsibilities and pursue their dreams.  We utilize not only our own expertise, but also involve expert resources to help us provide you with the highest level of service.

Our goal is to make each individual feel completely satisfied that their investments, finances and personal business matters are in order.  We add the personal Ochotny touch to the management of every account.

"Enjoy today while building for a brighter tomorrow!"

We look forward to working with you,

Joe & Eleanor Ochotny

Helpful Content

Types of Stock Market Analysis

Types of Stock Market Analysis

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Four Really Good Reasons to Invest

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?

 

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?

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Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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The Business Cycle

How will you weather the ups and downs of the business cycle?

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

When Markets React

When markets shift, experienced investors stick to their strategy.

A New Way to Look at Your Bucket List

That big list of dreams and goals isn't the only way to look at your bucket list.

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