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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)?

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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.

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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.

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Carson Group Partners

Carson Group Partners is a network of growth-minded advisors with one common massive transformative purpose: to be the most trusted for financial advice.

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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.

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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 February 20, 2018

Global stocks surged last week as concerns over inflation moderated. The S&P 500 soared 4.3% and produced gains every trading day. The MSCI ACWI also rose 4.3%. The Bloomberg BarCap Aggregate Bond Index gave up another 0.2% on higher inflation news and is now down 2.1% this year.

Read more

Market-Update
Video
5 Tips to Survive a Market Downturn

Check out this video for 5 tips to survive a market downturn. Read more

Monthly Newsletter
February Monthly Newsletter: Choosing the Right Trustee

One of the most important decisions to be made when designing your estate plan is who to name in the various fiduciary roles – trustee, personal representative, executor and agent. While a critical decision, it is often given significantly less thought than the design and distribution of your assets. Even a meticulously designed estate plan drafted by an accomplished estate planning attorney will fail to achieve its purpose if the Trustee selected fails to administer the trust properly. Read more

Blog
Seven Sins of Divorce

Published by Mark Petersen

Divorce is one of the most emotional experiences people may contend with in their lives. With the exception of Ross Geller on Friends, most people may only experience divorce once or twice in their lifetime. With limited exposure to the process, it may be easy to get caught up in the moment and fall victim to one or more of the seven sins of divorce. Read more

News
Financial Tips 2018: How to get ahead on ...

It’s 2018 and now’s the time to get your finances in order.

To help you and your family make all the right money moves next year, here’s a financial game plan that could help you grow your 401(k), avoid financial ruin and adjust to the new tax rules signed into law by President Trump. Read more

Infographic
Long-Term Care

Do 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

Blog post
  • Estate Taxes – Here We Go Again

    Scott Roberts, CPA, CLU

    In 2001, then-President George W. Bush, with the aid of a Republican-led House and a Republican-led Senate, signed into law the Economic Growth and Tax Relief Reconciliation Act of 2001, known as EGTRRA and pronounced “egg-tra” or “egg-terra”.  Although, most people just called it the “Bush Tax Cuts”.  The unified credit exemption equivalent amount was $675,000 per person (and scheduled to go to $1 million) but the act gradually increased that amount to $3.5 million by 2009 (while also lowering the tax rate from 55% to 45%) and then completely eliminated the estate tax in 2010.

    Read more

Weekly Market Commentary
  • Weekly Market Commentary February 20, 2018

    Global stocks surged last week as concerns over inflation moderated. The S&P 500 soared 4.3% and produced gains every trading day. The MSCI ACWI also rose 4.3%. The Bloomberg BarCap Aggregate Bond Index gave up another 0.2% on higher inflation news and is now down 2.1% this year.

    Read more