13260 Dix-Toledo Road,
CEO & Wealth Management Consultant
Your Trusted Financial Partner
For over 25 years, Nicholas Stroia has been dedicated to helping individuals and businesses navigate the complex world of finance. His approach is refreshingly down-to-earth, focusing on practical solutions that make sense for his clients.
Nick’s extensive experience spans various aspects of wealth management. He understands that each client’s financial journey is unique, and his mission is to provide tailored guidance that suits their specific needs.
Education and Accreditation
Nick is a proud graduate of the University of Arizona, where he developed a genuine passion for helping others achieve their financial goals. He is also an Accredited Investment Fiduciary®, a testament to his unwavering commitment to ethical and responsible financial practices.
Nick holds several licenses including FINRA Series 7, Series 62, Series 65, and Life, Health, and variable contract licenses in multiple states. These qualifications show his dedication to staying current and informed on the ever-evolving financial landscape.
A Holistic Approach to Finance
Nick focuses on investments, retirement planning, educational savings, and more. Whether you’re planning for your golden years, your child’s education, or managing your assets, Nick has the experience to assist you. He’s equally at ease working with high-net-worth clients, ensuring that their portfolio’s align with their financial objectives.
Business Collaboration for Your Benefit
Understanding the power of collaboration, over the years, he’s built strategic partnerships with CPA’s, banks, insurance agencies, and attorneys in the Detroit Metro area. These relationships allow him to offer comprehensive solutions that extend beyond typical financial services.