Nicklaus Serafini

Nicklaus Serafini is a Vice President and Financial Advisor with The K2 Group of Oxford Harriman & Company in Bloomfield Hills, Michigan. He specializes in serving the complex financial needs of successful individuals and families, acting as both a strategic advisor and personal chief financial officer as they navigate their most important life and financial decisions.

Nick works closely with each client to design a tailored wealth plan that serves as the cornerstone of their relationship. His comprehensive approach often includes cash flow management, insurance and risk analysis, investment strategies, debt management, retirement planning, estate planning strategies, and tax minimization strategies.

With a commitment to true holistic planning, Nick aims to ensure that no detail is overlooked, empowering clients to live life on their own terms.

Dedicated to professional excellence, Nick holds both the Chartered Retirement Planning Counselor℠ (CRPC®) and Accredited Wealth Management Advisor℠ (AWMA®) designations. These programs provide advanced training in financial, tax, income, risk, and educational planning, further strengthening the depth of guidance he offers.

Originally from Trenton, Michigan, Nick now resides in West Bloomfield with his wife, Melissa, and their son, Theo. Outside of the office, he enjoys quality time with his family and can often be found on the golf course or at the ice rink.