You’ve worked hard for your money and during your retirement years, you want to have confidence that you can enjoy it. However, many retirees have common concerns as they move from asset accumulation to asset preservation. “Am I spending too much?” “Have I set aside enough for long-term care?” “Will I outlive my assets?” These are all questions many retirees think about. Read more
Advice in Common Language
Straightforward Fees
FORBES TOP-RANKED TEAM
People deserve to understand what’s happening with their money.
Have you ever sat across from a financial advisor and only understood every third word they were saying? And yet they were talking about your money, your life, and your future.
At Nichols Wealth Partners, we believe clients should understand everything that is happening with their money; that advisors should be just as good about explaining investments as they are at making them.
First, we’re going to get to know you and discuss what’s most important to you. We’re going to figure out your goals and the outcomes you’d like to achieve with this money. We’ll do this by establishing your Family Index Number, which is the rate of return needed on your investments in order to pursue those outcomes. After we determine your Family Index Number, we allocate your money to our various investment strategies designed to help you pursue those goals.
We work with a wide variety of clients – everyone from high net worth investors to those who are just starting out. While each family gets a personalized allocation strategy, we’ve helped thousands of families navigate their complex financial needs and guided them through life’s major decisions.
As your trusted advisor, we’re focused on adding convenience and simplicity to your lives. We will make sure you’re educated on your investments and how we manage your money – as much or as little information as you’d like.
Whether you’re investing hundreds or millions, at Nichols Wealth Partners we’re about much more than results – we’re about helping you understand where those results have come from and why the strategy works. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.
Discover the right investment strategy for you.
Tell us a little more about your investment objectives and level of comfort with risk.
By what percentage do you expect your portfolio to grow
annually over the long-term (10+ years)?
How to get started.
1. Schedule an appointment
2. Meet with us for a custom listening session
3. Get your personalized strategy
Schedule an appointment.
Please provide your name and email and we will have an advisor contact you.
Our financial planning services are built on trust, transparency and accountability.
Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams. Explore services
Portfolio Management
As your most trusted financial advisor, it’s important that we offer you a comprehensive plan to help you pursue your financial goals and objectives. Learn More
Wealth Planning
Our Wealth Enhancement Group will design a plan that directs you from your current financial position, towards pursuing your financial goals. Learn more
Estate Planning
Setting up an estate plan can be one of the most effective ways of lowering estate taxes, while providing for your family and leaving a legacy. Learn more
Professional Athletes
Our team works with professional athletes to assist them with financial planning and business ventures. Learn more
Asset Protection Planning
Studies show that asset protection planning is one of the foremost concerns of families with significant wealth. Learn more
Risk Management & Insurance Services
Our team of specialists will identify the risks which could be catastrophic to your portfolio and to your family. Learn more
Tax Planning
Our CPAs review your tax situation to uncover possible savings or restructuring opportunities. Learn more
Personalized Wealth Management
Nichols Wealth Partners mission is to empower our client’s financial knowledge, establish their financial goals and objectives to increase their financial confidence. We are a wealth management firm in South Florida serving affluent families, business owners, executives and institutions. Our team provides the highest level of service for our local and national clients in financial planning and investment management. Contact us today and let Nichols Wealth Partners help you on your True Wealth journey.
Investment Management
Disciplined investment strategies are the foundation of our investment management process. Our time-tested strategies are designed to meet a variety of investment goals and objectives.
Carson Institutional Alliance
Carson Institutional Alliance partners are growth-minded advisors wholly dedicated to helping clients reach a higher purpose for their wealth and design a lasting legacy for their families.
Our Locations
Headquartered in Deerfield Beach and in the Boca Raton area, Nichols Wealth is a wealth management firm in South Florida. Contact us today to speak with a wealth advisor or financial professional.
Insights
Nichols Wealth Partners’ team of professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more
Market Commentary
Weekly Market Commentary August 21, 2017While recent economic data releases were mostly positive, major indices retreated under perceptions of increased policy and geopolitical uncertainty. The Fed minutes on Wednesday showed a split committee, leaving the market unsure when the next rate hike will come, and a terror attack in Spain sent stock markets lower. The S&P 500 fell 0.6% and the MSCI ACWI closed 0.2% lower. The Bloomberg BarCap U.S. Aggregate Bond Index rose 0.1%.
Monthly Newsletter
August Monthly Newsletter – Back to School Planning ...If you’ve looked at the ads in your Sunday paper lately, you know what time of the year it is . . . Back to School season! With most students starting classes later this month, retailers across the country are planning for the influx of shoppers looking for the best deals on back to school clothes and supplies. Read more
Blog
Fees or FoesPublished by Scott Kubie
Recently, a fee-only financial advisor mentioned to me that more clients are proposing to manage more of their own assets and invest in the “S&P 500.” For most who go down this path, this move will likely end badly. These investors, while seeking to avoid wealth management fees, are ignoring the value their advisor brings to them as well as the current market environment. Read more
Video
2017 3rd Quarter Outlook VideoYour Carson Institutional Alliance Investment Committee discusses market updates from the past quarter and provides an outlook on the upcoming quarter. Contact us to speak with a Wealth Advisor.
News
3 Key Financial Events to Watch In 2017Published By Brett Carson
Last year saw financial markets alternating between an uneasy calm and turbulence, with 2017 expecting much of the same. Developed markets are facing a paradigm shift as the U.K. initiates its exit from the European Union and the United States’ transition to the Trump administration brings political and policy risks to the fore. Read more
Infographic
Long-Term CareDo you know someone who has recently been dignosed with dementia or is currently living with this disease? Watching a loved one lose their independence, memories and financial well-being is very difficult. It’s important to know there are many resources and tools available to you. This infographic shares 10 ways you can help your loved ones financially prepare for the impact of dementia. Read more
Whitepaper
Long-Term CareOur goal is to make your life easier. Caring for a loved one with Alzheimer’s or dementia can be highly stressful for caregivers and family members. Providing answers on how to financially prepare for these conditions is one way we can help. Read this guide for tips on how to prepare for the physical, financial and emotional impact of Alzheimer’s or dementia.
Weekly Market Commentary
- Weekly Market Commentary August 14, 2017
Geopolitics took center stage last week with U.S.-North Korea tensions leading to a cautious pullback across global markets and greater emphasis on safer investments. Given the ferocity of the rhetoric between the U.S. and North Korea, the market reaction seemed subdued. The S&P 500 dropped 1.4% and the MSCI ACWI slid 1.6%. The flight to safe havens pushed gold and bond prices higher. The Bloomberg BarCap U.S. Aggregate Bond Index rose 0.2% and gold climbed 2.4%.
