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Nicholas S
CFP®, Series 65
Okemos, MI
Steel Toe Wealth
Nicholas Schumacher is a CFP® and holds a Series 65 license. He is currently with Steel Toe Wealth and has prior experience at firms including Krozell Capital and Sovereign Tax PLLC. His career includes roles in financial planning and tax services, along with time spent in various educational and advisory positions. Steel Toe Wealth provides fee-only financial planning and discretionary investment management primarily for individuals, high-net-worth clients, and business owners. The firm emphasizes business-owner needs, offering services such as financial planning, business exit and succession projects, ongoing portfolio management, and Fractional CFO support, using a blend of passive and active investment strategies.
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