top of page
NB rec_edited_edited_edited.png

Nancy Bartolameolli
President & CEO

Nancy Bartolameolli is a financial advisor and partner in Woodcrest Financial Group. Nancy has developed wealth preservation, risk management, and financial planning techniques that focus on pre-retirees and those currently in retirement. She desires to educate clients with a full understanding of planning so they can pursue their goals with a high probability of success. Nancy loves being that person in their corner who is truly working for them and assisting them in the fulfillment of their purpose in life.

Nancy holds a bachelor’s degree in economics from Indiana University. Over the years, she has worked with several Fortune 500 companies, including GM, Ford, Chrysler, and EDS, earning her local and national honors. Outside of work, Nancy loves spending time with her family (husband, Tony, and three kids, Chris, Nick, and Kaden) and friends, fishing, golfing, playing cards, and trying out new and interesting restaurants. She is also a yellow belt in Tang Su Do Karate and an enthusiastic reviewer on Yelp. To learn more about Nancy, connect with her on LinkedIn.

Ready to Start the Conversation?

Schedule an introductory phone call today.

r_WoodcrestLogo.jpg

22600 Hall Road - Suite 100

Clinton Township, MI 48036

(586) 961-6243

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.

© 2024 Woodcrest Financial Group.  All rights reserved.

bottom of page