HollisWealth
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449 Thorold Rd
Welland, ON L3C 3W7
Holliswealth in Welland, ON, represents innovation in financial advising through the Investia Client Portal, led by Roman A. Groch. As of July 3, 2025, Roman is embracing a new lifestyle while continuing to provide investment strategies to enhance clients' financial well-being.
Roman emphasizes a principles-based approach to investments, exemplified by the incorporation of the 4-Way Test in his advisory practice. This ethical framework guides his commitment to offering trustworthy and client-focused financial services.
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