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Nick Delicata

Nick Delicata

Co-Founder / Financial Advisor

Nick has over 20 years of experience in the financial industry, and has implemented holistic wealth management strategies for his clients that have allowed them to simplify their financial complexity, achieve their goals, and build lasting legacies. 

Nick graduated in 1986 from Northwood University in Midland, Michigan, with a degree in Business Management. Nick enjoys providing a level of planning and expertise for families and business owners preparing for the next chapter in their life, specializing in wealth management, risk mitigation and retirement planning.

When not working, Nick loves spending time with his wife, Sue, four children and three grandchildren. If not at work or home, you will most likely find Nick on a Pickleball court or serving at his Church.