Nancy Bartolameolli

President & CEO

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Nancy believes every hard working pre-retiree & retiree deserves to have someone that is truly working

for them and to assist them in their fulfillment of their purpose in life.

Nancy Bartolameolli is a graduate of Indiana University with a Bachelor's Degree in Economics. Over the

years, Nancy has worked with several Fortune 500 companies such as GM, Ford, Chrysler, EDS and

others earning Nancy local and national honors. Nancy's Wealth Preservation, Risk Management, and

Financial Planning techniques have been developed to focus on both pre-retirees and those who are

currently in retirement.

 

Nancy has 3 kids, Chris, Nick and Kaden. Nancy is also a yellow belt in Tang Su Do Karate and a

respected author on Yelp.

Nancy Bartolameolli featured on....

Meet with Woodcrest Financial Group

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

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CONTACT INFORMATION

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.

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