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Our Wealth Enhancement Group will design a plan that directs you from your current financial position, towards pursuing your financial goals. Learn more
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
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Studies show that asset protection planning is one of the foremost concerns of families with significant wealth. Learn more
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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.
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 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.
Headquartered in Deerfield Beach, Nichols Wealth is a wealth management firm in South Florida. Contact us today to speak with a wealth advisor or financial professional.
Nichols Wealth’s team of professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more
Published by Scott Roberts, Director of Estate Planning
On August 2, 2016, the IRS issued the long-anticipated proposed regulations for section 2704 related to valuation discounts for closely-held entities.
The markets began last week on a positive note, only to end a three-day progressive streak with Friday’s dip. Despite the uncertainty injected into the markets by ever diverging central bank policies, equities were broadly up. Read more
Brett Carson, Director of Research, speaks on the oil industry in this U.S. News Article. Read more
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August had a truly historical event, one that investors haven’t seen since the end of 1999: all three major US indices hit record highs on the same day. Read more
Often, people believe that estate planning only benefits the very wealthy, but nothing could be further from the truth. It’s something everyone needs to engage in regardless of age, estate size or marital status. If you have a bank account, investments, a car, home or other property—you have an estate.
Many often think estate planning only benefits the wealthy, but this is a common misconception. View our infographic here to see what you need to engage in! Read more
Published by Don Hagan and the Carson Institutional Alliance Investment Committee
One of the basic tenets of the financial markets that all investors need to embrace is the fact that gains and losses are asymmetrical. Read more
Markets were focused on the impending Federal Reserve meeting and, with no other macroeconomic news to push or prod investors, volatility returned after a record-breaking period of stability in our domestic markets. Read more
