Bridge to a more bullish future?
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The Nussbaum-Romatzick Group
Merrill Lynch Wealth Management
253 Post Road West
Westport, CT 06880
(203) 291-3892
(203) 291-3892
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Our mission is to bring clarity, confidence and simplicity to our clients' often times complex financial lives. Through our boutique wealth management services, we provide personalized planning and attentive care to each of our clients, leaving no aspect of their financial picture unaddressed. We strive to guide every client towards financial confidence.
The Nussbaum-Romatzick Group
Merrill Lynch Wealth Management
Welcome
| The Nussbaum-Romatzick Group, founded in the 1970s by Paul Nussbaum and now led by his son Steve Nussbaum, is a multi-generational wealth management team dedicated to providing personalized and comprehensive financial services. Our approach to Financial Advisory goes far beyond just crafting strong financial plans -- for us, it's about guiding clients through life’s uncertainties, prioritizing their needs first, anticipating the best next step, and providing a best-in-class client experience. These core values have served as our guidepost through every market climate, client interaction, and generation. Greg Romatzick CFP® has been an integral part of our team for over a decade, playing a key role in our growth by bringing a robust background in financial planning and providing steadfast support to both new and existing clients. In 2024, Michael Nussbaum, Steve's son and Paul's grandson, joined the team to modernize and expand the business into the next generation, leveraging his experience from a career in Management Consulting and Technology. |
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Meet Our Team
Gregory Romatzick,
CFP®, CPFA™
First Vice President, Senior Financial Advisor
203.291.3892
203.291.3892
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Jeffrey Wiedmann
Wealth Strategies Advisor
Bank of America, N.A.
Lori Patrick
Wealth Management Banking Specialist
Merrill
Virginia Dobbs
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #167942
About Merrill
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
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Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.