Helping You Pursue True Wealth
True wealth is more than just money. It’s freely living your life. It’s making sure your next generation will have a legacy. It’s time spent well. It’s confidence in your future.
We Are Your
How Can We Help?
At Nichols Wealth, our goal is to help you pursue your goals, whether you’re
just getting started, preparing for retirement, or well into your golden years.
What We Do
The passion of our fiduciary advisors is to guide people from all walks of life to find their own vision of true wealth. That means helping you define what true wealth looks like for you, putting a plan in place to help you pursue your vision, then assisting you to maintain the true wealth you’ve achieved.
Our team of fiduciary advisors will design a plan to evaluate your current financial situation and direct you toward true financial freedom.
Our disciplined, time-tested investment strategies provide your portfolio with the proactive approach you need to pursue your goals.
We’re here to help you put your financial plan into concrete terms using our 5 step RetireRight™ planning process.
Our tax team of CPAs reviews your recent tax returns to identify potential savings or restructuring opportunities, giving you proactive ideas to save money in the future.
Our estate planning team helps you create a tax efficient, comprehensive estate plan that leaves little to chance, along with teaching you how your assets will be distributed.
Private Client Services
Highly complex needs can require sophisticated solutions. Private Client Services members get the one-on-one support they need.
Discover the right investment strategy for you.
Tell us a little more about your investment objectives and level of comfort with risk.