• We build
    true wealth

    Our passion is to uncover what is truly important to you.

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  • Process-Driven
    Strategies

    Our disciplined investment strategies are designed to meet a variety of goals & objectives.

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Discover the right investment strategy for 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

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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

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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 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.

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Our Locations

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.

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Insights

Nichols Wealth’s team of professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more

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Monthly Newsletter
Monthly Investment Review: November 2016

November was quite a month and not only for the markets, but for the U.S. electorate as they went to the polls to select the new President of The United States. Markets reacted favourably, as we will discuss below, with many indices hitting all-time highs. The S&P 500 and the NASDAQ Composite were up 3.42% and 2.59%, respectively, for the month. Read more

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Market Commentary
Weekly Market Commentary December 5, 2016

Of the three major U.S. indices, only the Dow Jones Industrial Average eked out a positive return last week. The S&P 500 and the tech-heavy NASDAQ Composite were down 0.97% and 2.65%, respectively, while the aforementioned Dow Jones was up just 0.10%. International markets didn’t fare much better. Japan’s Nikkei 225 Average was down 0.47% for the week and the MSCI Europe index was off 0.33%. Read more

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Infographic
Millennials

Is a million dollars enough to last a lifetime? Many often think they have enough to live on until they plan to retire; however, they don’t consider the lifestyle they want to live post-retirement. View our infographic here to quantify a million. Read more

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Video
2016 4th Quarter Outlook Video

Your 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. Read more

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News
4 Reasons Why Oil Won’t Rise Over ...

Brett Carson, Director of Research, speaks on the oil industry in this U.S. News Article. Read more

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Whitepaper
Estate Planning

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.

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    Blog post
  • Conviction: A Portfolio Manager’s Secret Weapon

    Published by Rob Furlong, Co-Portfolio Manager, and the Carson Institutional Alliance Investment Committee

    Each year I serve as a coach to a local college team competing in the CFA Society’s Annual Investment Challenge. Over the next several weeks, I’ll meet with this year’s team to offer advice on how to prepare and present an equity analysis on this year’s company. Every year I’m impressed and encouraged by the curiosity of the students. Read more

    Weekly Market Commentary
  • Weekly Market Commentary November 28, 2016

    Equity investors across the world enjoyed positive returns last week. The Dow Jones Industrial Average, the S&P 500 and the NASDAQ Composite were all up between 1.44% and 1.51%. Asian equities were mixed with China’s Shanghai Composite up 1.81% and Japan’s Nikkei 225 Average flat for the week. European equities, however, posted a solid five trading days with the MSCI Europe Index up 1.28%. Read more