Prepare. Preserve. Prosper.

Client Access

     What you need, when you need it. 


Financial Portal

Access to your personal financial website.  Here is a link to review its features.

TD Client Access

AUM Accounts

Access to your personal retirement accounts.  Account information is also linked into your client Planning website.

Risk Number

Riskalyze is cutting edge technology that identifies your acceptable levels of risk and reward.  


AUM Accounts

Access to your personal retirement accounts.  Account information is also linked into your client Planning website.


Access to your accounts managed by FormulaFolios, which is also monitored by WealthGuard.

Secure way for clients to send us files.  Upload documents securely to Woodcrest Team.

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Meet with Woodcrest Financial Group

Woodcrest Financial Group has been servicing clients for over 17 years.  

Call today to discover how we can help you.


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32650 23 Mile Rd

Chesterfield, MI 48047

100 W. Big Beaver

Suite 200

Troy, MI 48084

Phone - (586) 961-6243

Fax - (877) 247-8850

Investment Advisory Services offered through Retirement Wealth Advisors Inc. (RWA) a Registered Investment Advisor. Woodcrest Financial Group and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Woodcrest Financial Group and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any references to protection benefits or lifetime income generally refer to fixed insurance products. They do not refer, in any way to securities or investment advisory products or services. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors Inc.

WealthGuard™ is a complete portfolio monitoring system. Designed by determining the amount of downside risk a client is willing to tolerate, WealthGuard™ is added to client accounts to help protect from downside risk. WealthGuard™ is not a stop loss strategy. When the account value in the portfolio hits the targeted downside value, an alert is sent to the client, advisor, and money manager. The money manager trades the account as indicated on the WealthGuard™ agreement.

There is no guarantee the exact WealthGuard™ value will be captured, or assets will be traded or liquidated the same day the WealthGuard™ value is reached due to time of day and/or market restrictions. WealthGuard™ is not responsible for any tax implications that may result due to the liquidation or trading of the holdings. FormulaFolio Investments is not responsible for any errors or omissions in the information used to prepare your WealthGuard™ percentages.

WealthGuard™ does not make any representations or warranties, whether expressed or implied, regarding investing in securities or investment products. WealthGuard™ makes no warranties to the legality or suitability of any investment product. is owned by the National Ethics Association (NEA). NEA is a membership organization. Qualifying criteria for membership includes passing a background check. NEA membership requirements include the payment of annual dues, compliance with ethical standards, and passing yearly background checks. The NEA and logo and/or trademarks are property of their respective owners and no endorsement of Nancy Bartolameolli or Woodcrest Financial Group is stated or implied. The NEA and are not affiliated with Retirement Wealth Advisors, Inc. (RWA).
For the detailed requirements of NEA and, please visit:

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