• We build
    true wealth

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

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  • Process-Driven

    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


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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Nichols Wealth’s 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 October 24, 2016

Investors enjoyed some positive momentum last week after suffering losses the week prior. All broad global benchmarks ended the week up at varying degrees. Internationally, Japan’s Nikkei 225 Average was the clear outperformer, closing up 2.45% for the week, while European equities, as measured by the MSCI Europe Index, were up just 0.08%. Read more

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

Monthly Newsletter
Monthly Investment Review: September 2016

Reviewing our domestic markets for September, large-cap equities struggled with the Dow Jones Industrial Average and S&P 500 Index ending the month down 0.5% and 0.12%, respectively. Read more

Bye Bye Valuation Discounts

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.

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US News v2
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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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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Estate Planning Infographic
Estate Planning

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

    Weekly Market Commentary
  • Weekly Market Commentary October 17, 2016

    Markets across the world retreated last week, giving up some of their year-to-date gains. Domestically, all three of the major indices closed last week in the red with the NASDAQ Composite the clear underperformer at -1.46% for the week. Read more