Arbor Trust Wealth Advisors
Nicole Tramontin is a Financial Planner at Arbor Trust Wealth Advisors, a Registered Investment Advisor in Michigan, since May 2023. Prior experience includes roles as a Bank Teller at Mercantile Bank and a Financial Planning Intern at McLaren Wealth Strategies. Additionally, Nicole served as a Peer Financial Counselor at the Sanford Center for Financial Planning and Wellness and completed an internship in Client Services at Sanford Advisory. Early career experience includes being an Associate at the Wmu Bookstore. Nicole holds a Bachelor of Business Administration in Personal Financial Planning and Human Resource Management from Western Michigan University, completed in 2023.
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Arbor Trust Wealth Advisors
Arbor Trust Wealth Advisors, LLC is an independent registered investment advisor ("RIA"), based in Ann Arbor, providing financial planning, investment and estate and trust administration services to our clients. As THE trusted Wealth Advisor for each of our clients, Arbor Trust Wealth Advisors brings the best of the financial world to everyday life. The cornerstone of each client relationship is much more than investment advice or personalized service: it is the creation and cultivation of a comprehensive wealth management strategy integrating financial planning, trust and estate planning, investment strategies, risk and liability mitigation, tax strategies, philanthropic endeavors and more. We deliver this independent of outside influence, acting as a fiduciary for our clients by placing their needs above everything else we do. With integrity, honesty and practicality guiding us, we help our clients pursue their dreams and goals with confidence. Arbor Trust is a RIA registered with the U.S. Securities and Exchange Commission and located in the State of Michigan. Arbor Trust provides investment advisory and related services for clients nationally. Arbor Trust will maintain all applicable registration and licenses as required by the various states in which Arbor Trust conducts business, as applicable. Arbor Trust renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion. Please see http://arbortrust.com/terms-of-use/ for important disclosures.