Client Appreciation
At Nicholas Wealth Management, we deeply value and appreciate our clients, recognizing their trust as the cornerstone of our success. We are committed to providing personalized service and expert guidance to help them achieve their financial goals.
Nicholas Wealth Management is the only financial advisory firm I recommend.
Erick Erickson
Nicholas Wealth has brought great peace to our finances now and in the future as we "mature" in retirement. We very much appreciate the integrity and faith they operate on in their care of clients.
Patti J.
Staff is outstanding. The response time is very good. All the staff members are knowledgeable.
John S.
I feel confident about how Nicholas Wealth manages my retirement accounts due to the prudence and attention to detail the Nicholas Wealth team applies. Plus, we appreciate David’s national presence on Fox Business!
Bill W.
Nicholas Wealth is a creative team of high integrity that understands the importance of a strong estate plan. They help navigate the complexities of estate and tax law, as they change, to help their clients build and maintain lasting legacies.
Patrick N.
Tax planning is an integral part of retirement planning and Nicholas Wealth has the strategies to help you reduce or eliminate your taxes in retirement.
David B.
I’m a financial planner in South Carolina and respect David and the business he built. You’re in good hands working with an independent firm like his.
Adam C.
I've had an excellent experience with Nicholas Wealth Management. They are proactive, professional and trustworthy. They came highly recommended to me and I would happily refer them to my own friends and family.
Sophie C.
One of my best financial decisions was becoming a client of Nicholas Wealth Management!
Terry T.
David is so knowledgeable, kind, and honest. I wouldn’t want my money in anyone else’s hands.
Kerri C.
Great knowledge, even greater advice! Nicholas Wealth Management should be on your short list for helping you make the right choices concerning retirement planning etc.
Tim S.
David and his team at Nicholas Wealth Management are awesome... The team at NWM has great integrity and through this comes trust. Thank you guys for being great human beings. This is a rarity in the world that we live in today.
Verona R.
Nicholas Wealth has made investing for our future and our ability to be financially secure during our retirement a reality. They have also shown us that we can travel and have fun during retirement and not just survive it... If you are looking for sound financial advice we highly recommend Nicholas Wealth Management.
Helen E.
My wife and I are extremely happy with Nicholas Wealth. We feel they are really looking out for our best interests in our retirement and financial planning. The staff is top notch, very professional and understanding to our needs and concerns. Happy we went with Nicholas Wealth Management to help us plan our future.
Jeff W.
I had been with another investment advisor for about 16 years but the results were disappointing. Nicholas Wealth brought a breath of fresh air into my retirement strategy and I'm so glad I found them.
Kim M.
Transitioning to Nicholas Wealth Management in 2020 marked a significant turning point in my career journey. With 15 years of prior experience in the financial industry, having worked for two prominent firms, I entered this role seeking new opportunities for growth and impact. What I found here exceeded my expectations in every way imaginable. The emphasis on continuous learning and skill development has allowed me to evolve professionally, but more importantly, I've discovered a genuine sense of purpose in the work we do. At Nicholas Wealth Management, the care and attention we extend to our clients is authentic and heartfelt. We genuinely enjoy the opportunity to connect with and assist the individuals we serve, a quality that truly sets us apart from other companies in the industry. It's more than just a job; it's a privilege to be part of a team where our dedication to clients shines through in everything we do.
Cyndi P.
Since joining Nicholas Wealth Management in 2018, my experience has been nothing short of amazing. The values upheld by the company are not just words; they are the driving force behind every interaction, relationship, and service we provide to our clients. What truly makes this company different is its commitment to nurturing both professional growth and personal balance. As a mother juggling work and home responsibilities, I've found immense support and flexibility that allows me to be successful in both areas of my life. Nicholas Wealth Management isn't just a workplace—it's a supportive community that empowers everyone to reach their fullest potential, both professionally and personally.
Madison G.
Working for Nicholas Wealth Management is a truly unmatched experience. Each individual team member brings their own unique attributes to the table, while seamlessly working together with the same mission in mind. It is a rare thing to find a work environment so well balanced between professionalism and camaraderie. The client's experience is a direct result of this bona fide environment. As Steve Jobs said "Your work is going to fill a large part of your life, and the only way to be truly satisfied is to do what you believe is great work. And the only way to do great work is to love what you do." At Nicholas Wealth Management, it is evident that we love what we do.
Amanda S.