Effective Game Plan


Advice in Common Language


Straightforward Fees

Download one of our free guides.

FORBES TOP-RANKED TEAM

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.

First Name*

Last Name*

Email*

Phone Number*

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.

Read more

Carson Partners

Carson Partners is a network of growth-minded advisors with one common massive transformative purpose: to be the most trusted for financial advice.

Read more

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.

Read more

Insights

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

weekly market commentary
Market Commentary
Weekly Market Commentary May 20, 2019

The S&P 500 dropped 0.7% last week primarily due to a sharp decline on Monday after the Chinese retaliated against increased U.S. tariffs. The global MSCI ACWI also declined 0.7% as international developed markets increased slightly, but declines in emerging markets pushed the overall index lower. Read more

Video
Nichols & Dimes Weekly Video – Couples: The Benefits ...

In this week’s video:

  • Quote of the Week from Warren Buffett – being on the same “financial page” with your spouse/partner
  • Financial Tip of the Week – Create a budget Read more
retirement planning, financial advising, Carson Wealth, Omaha, Nebraska
Blog
Retirement Planning: What Are You Waiting For?

By Jake Bleicher, Equity Analyst, CFA®

Almost half of households near retirement have nothing saved, and that’s a big problem. I believe the biggest headwind is merely getting started: saving money is hard to do. Read more

Financial Advising, taxes, tax refunds
Monthly Newsletter
4 Ways to Make the Most of Your ...

If you’ve worked in business, healthcare, ministry or almost any corporate entity in the last generation, chances are good you’ve taken a personality test – perhaps even a few. You found out you’re an ENFP or an INTJ or an Otter/Lion, or a Steady Wing 2 who needs to focus on your Bright Side. These tests tell you how you digest information, how you play with others and often things you didn’t know about yourself. Read more

News
Wall Street Managers have cost Americans more ...

Over the last decade, fund managers who oversee the pensions of the nation’s teachers, firefighters, police and other government workers have doubled down on an investment strategy that has cost U.S. taxpayers at least $600 billion, possibly more than $1 trillion, investment data and calculations by Yahoo Finance found. Read more

Infographic
Divorce Planning

Divorce can be emotionally and financially stressful but with the proper planning, you can get through it with your finances and future intact. Here are some stats to consider when it comes to the financial impact of divorce. Read more

Blog post
Weekly Market Commentary
  • Weekly Market Commentary May 13, 2019

    The S&P 500 dropped 2.1% last week as optimism that the U.S. and China will reach a trade deal was beaten down by additional tariffs and accusations of backing away from agreed-on compromises. The global MSCI ACWI slid 2.5%. Read more