Providing Holistic Wealth Management Services

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. You trust us to provide a blueprint that will take you in the right direction. We’ll continually monitor and evaluate your financial plan and communicate with you in a transparent way, so you’ll know your plan is always up-to-date. And finally, we hold ourselves accountable to helping you take the necessary steps in following your financial plan.

By providing holistic wealth planning services, you can have confidence that your financial needs are accounted for at Nichols Wealth Partners.

Investment Portfolio Management

We can address a spectrum of goals – from preserving principal to maximizing growth. Our proactive process leverages decades of collective investment management experience. As a client you will have complete availability to our investment committee, Chartered Financial Analysts (CFA’s), and the clarity of information with our research conference calls, educational market videos and trade alerts. Learn more

Asset Protection Planning

Studies show that asset protection planning is one of the foremost concerns of families with significant wealth. As a result, we address this critical area of planning from an investable asset prospective as well as a legal prospective. (This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.) 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. Because the only constant in life is change, we will provide regular reviews and updates, giving you confidence that your Wealth Plan is consistently updated. 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. We review your life, long-term care, and disability insurance policies. 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. Our Estate Planning Team will create a comprehensive plan to help you work towards your estate planning goals.* Learn more

Tax Planning

Our CPAs review your tax situation to uncover possible savings or restructuring opportunities. This gives you proactive ideas on how to save money now and in the future. Learn more

Professional Athletes

Our team works with professional athletes to assist them with financial planning and business ventures. Learn more

We believe that one of the most important things our clients can do is identify a specific rate of return needed to strive for their financial goals. We call this rate of return your Family Index Number.

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