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.
No two people are alike. Consequently, there is no single approach to wealth management that is appropriate for everyone. What matters most to you is what matters most to us. Once we get to know you, your priorities, your goals, risk tolerance, time horizons, liquidity needs and what you want to accomplish over time, only then can the team help you position yourself to identify and address financial challenges and potential opportunities. To that end, we thoughtfully employ our experience and resources to help guide you as you pursue your goals.
CFP®, CPFA®
CSRIC®
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.
