Core 4 Wealth Management of Raymond James

We're proud to share that Eric Waszolek has once again been named to the Forbes Best-In-State Wealth Advisors list.

This recognition reflects the trust our clients place in us and the commitment our team brings to helping individuals and families navigate complex financial decisions with clarity and confidence.

At Core 4 Wealth Management, our focus remains consistent: bringing investment strategy, retirement planning, tax considerations and legacy goals together in a way that truly works for our clients.

Congratulations to Eric and thank you to our clients and team for being a part of this continued recognition.



See the full 2026 rankings here: https://www.forbes.com/best-in-state-wealth-advisors/

2026 Forbes Best-in-State Wealth Advisors, developed by Shook Research, is based on the period from 6/30/2024 to 6/30/2025 and was released on 4/7/2026. 52,043 nominations were received and 11,302 advisors won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://go.rjf.com/4bWKbUF. Please see https://bit.ly/4dQCjGS for more info. https://www.raymondjamesconnect.com/aoAbC8

Today, we pause to reflect on gratitude, connection, and the joy of sharing moments with loved ones.
From all of us, thank you for trusting us and being part of our journey. Wishing you a day filled with warmth, laughter and plenty of pumpkin pie!

We had an amazing time at the 2025 Scottsdale Area Chamber of Commerce Sterling Awards! It was inspiring to connect with so many people who make a lasting impact on our community. Congratulations to the honorees!

Happy 4th of July! Today, we celebrate freedom, unity, and the spirit that makes this country so special. Enjoy the fireworks, family, and festivities!

Happy Father's Day to all the incredible dads out there! Today, we celebrate the love, strength, and wisdom you bring to our lives. You are truly appreciated! 💙

Core 4 wealth Management team had a great time volunteering and giving back to our community during Raymond James cares month. Serving our communities and making a difference together is a huge part of who we are. Thank you to St. Mary's food Bank & Foothills Animal Rescue for allowing us to be a part of your mission.

We're excited to share that Eric Waszolek has been recognized on the 2025 Forbes Best-In-State Wealth Advisors list!

We're so thankful to our clients and our amazing team at Core 4 Wealth Management. This honor reflects the work we do together.

We remain committed to delivering proactive, personalized advice — and are always open to new conversations. Thank you for supporting us on this journey!



2025 Forbes Best-in-State Wealth Advisors, developed by Shook Research, is based on the period from 6/30/2023 to 6/30/2024 and was released on 4/8/2025. 48,944 nominations were received and 9,722 advisors won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://bit.ly/3E2gIf4. Please see https://www.forbes.com/best-in-state-wealth-advisors for more info.

www.raymondjamesconnect.com forbes.com

Raymond James has topped the list for Advised Investor Satisfaction among wealth management firms. I'm proud to be part of a company that keeps the focus where it belongs: on you.

Read the full announcement: https://go.rjf.com/4igasiW

We are thrilled to share that Eric Waszolek has been recognized as a Top 40 Regional Broker Under 40 by Financial Planning. This well-deserved honor reflects his dedication to our clients and commitment to excellence.

Since Eric turns 40 this year, this was a one-time shot - and he made it count!

This achievement is a reflection of the trust our clients place in us and the hard work of our entire Core 4 Wealth Management Team.

Congratulations, Eric!



The Financial Planning Top 40 Under 40 2025, is based on the period from 10/1/2023 to 9/30/2024 and was released on 2/18/2025. Over 370 nominations were received and 40 were recognized. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More info: https://bit.ly/3EJzckL

These are the top 40 regional brokers under 40 in 2025 financial-planning.com

Our first edition of our newsletter is viewable on our website! This has been a passion project of ours and we hope you enjoy our thoughts. https://www.raymondjamesconnect.com/aotFe2