Woodcrest Financial Group

Ever wondered if your portfolio accurately reflects your risk tolerance? Find out now with new Portfolio Risk Analysis.

Welcome to Woodcrest Financial Group

Nancy Bartolameolli is the owner and founder of Woodcrest Financial Group which is an independent Registered Investment Advisor, overseeing and coordinating finances in Metro Detroit and all across Michigan. Our mission is to provide the families and businesses we serve with innovative financial strategies, solutions, and planning that result in financial clarity and security. In the financial services industry, there are generally two ways of obtaining financial advice: one is given by stockbrokers and the other is given by Investment Advisors. While many investors aren't even aware differences exist, one of the main differences is that investment advisors have a fiduciary duty to act in the best interests of their clients at all times.

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