Who We Are
Nicholas Wealth Management is more than just a financial services company; we're your partners in protecting and growing what you’ve earned. Our team is focused on building a financial plan that reflects your values and dreams, so that you can achieve your goals, no matter what stage of your financial journey you’re currently in.
It’s Time to Rethink Retirement
At Nicholas Wealth Management, we believe in making a positive difference in the lives of our clients by staying true to our principles and keeping our promises. Since 2012, we’ve helped individuals secure their financial future with the goal of generating income and preserving wealth.
Building wealth takes years of discipline and hard work. Our comprehensive approach seeks to maximize the amount individuals get to keep from their hard-earned investment and retirement savings.
Our Mission
We help our clients grow and protect their wealth so they can spend their retirement focused on what matters most.
Rooted in Faith
For our team, faith isn’t just a backdrop—it’s at the heart of how we view wealth. It’s about stewardship, purpose, and the profound joy of giving. Our approach marries your financial objectives with your charitable vision, guiding you to manage your resources wisely and generously.
Family-Centered
We understand that financial decisions are not just about numbers; they're about people. We help you create a financial legacy that not only secures your future but also enriches the lives of those you hold dear. By prioritizing your family's well-being in every plan, we ensure your wealth serves as a bridge to the next generation.
Trusted Stewardship
Your trust is our most valued asset, which is why we take the responsibility of financial stewardship seriously. Our in-house research team analyzes public policy and global market conditions, to help you build a long-term, risk managed portfolio that fits your unique financial goals.