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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)?

Next

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

    Financial 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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    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 financial 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

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