Retire confidently

Plan today, for tomorrow

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We believe that good financial planning advice is invaluable—it helps prepare you for whatever life brings. But it is especially important during times of major life change. Our process focuses on you and the priorities, goals, concerns and beliefs that will ultimately impact your financial well-being for years to come. We're here to help you tackle your concerns and embrace the opportunities that can enrich and empower you today and for years to come.

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Nicholas-Arkwright

    Nicholas Arkwright, CFP, CRPC

    First Vice President–Wealth Management

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    • AZ
    • CA
    • FL
    • GA
    • IL
    • IN
    • KS
    • KY
    • MA
    • MD
    • MI
    • MO
    • MS
    • NC
    • NE
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA

    Nicholas provides professional expertise in goals-based financial planning, retirement planning and investment management to pre-retirees and currently retired clients. Since joining The Arkwright Financial Team and UBS Financial Services in 2013, Nicholas has focused on servicing the unique wealth management needs of engineers, small-medium size business owners and corporate employees.

    He works diligently to understand specific client needs as well as create and execute suitable wealth management strategies tailored to their specific financial goals. A planner by nature, Nicholas truly enjoys helping others optimize their financial situation.

    Nicholas obtained his Bachelor of Business Administration from Northwood University and has fulfilled the rigorous requirements of the Certified Financial Planner Board of Standards to earn the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. In addition to being a CFP® practitioner and Northwood Alum, Nicholas is also recognized by the College for Financial Planning as a Chartered Retirement Planning Counselor (CRPC®).

    Nicholas currently resides in Clarkston, Michigan with his wife, Alicia. Nicholas and Alicia enjoy spending time outdoors camping and hiking with their dogs. They also love to travel and never pass up an opportunity to experience live music.

      • Northwood University, Bachelor of Business Administration
      • Chartered Retirement Planning Counselor
      • Portfolio Manager
      Financial planning
      Long-term care planning
      Retirement planning
      Cash management
      Education planning
      Asset allocation
      Multi-generational families
      2301 West Big Beaver Road
      Somerset Place Office Building
      Troy, MI 48084
      Nicholas Arkwright, CFP, CRPC
      2301 West Big Beaver Road,Troy,MI,48084
    • Ivanna-Stefanyshyn

      Ivanna Stefanyshyn

      Client Associate

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        Ivanna joined UBS Financial Services, Inc. and The Arkwright Financial Team as a Client Service Associate in 2015. She works to support client administrative needs as well as the operational needs of The Arkwright Financial Team. Ivanna is a highly skilled communicator with a proven track record of providing timely and helpful responses to client inquiries. She takes pride in helping others and routinely goes above-and-beyond to ensure that each client's unique needs are being addressed appropriately. Ivanna graduated with honors from Oakland University where she obtained her degree in Operations Management and General Management. She enjoys live music, telling stories and travelling.

          • Oakland University, Operations Management and General Management
            2301 West Big Beaver Road
            Somerset Place Office Building
            Troy, MI 48084
            Ivanna Stefanyshyn
            2301 West Big Beaver Road,Troy,MI,48084

          Connecting you to the deep resources of UBS

          By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

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          Traditional or Roth?

          For most families, a balance of Traditional and Roth contributions will provide the best results. However, this doesn’t mean that you should contribute to both types of accounts equally. The UBS Chief Investment Office (CIO) provides an overview of Traditional and Roth 401(k) accounts, highlighting key factors that you should consider when deciding where you will direct your hard-earned savings.


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