Book an Appointment with Chris Nichols
Introductory Meeting
Book an introductory call with Chris Nichols. In this session, Chris will take the time to understand your financial circumstances, learn more about your personal priorities.
Chris Nichols
Managing Partner & Senior Wealth Advisor
Chris has spent more than two decades in the financial services industry, specializing in comprehensive wealth planning for ultra-high-net-worth clients. He partners with entrepreneurs, families, and institutions — alongside their trusted advisors — to define unique objectives and build customized strategies that address investment management, philanthropy, and multi-generational planning.
Keith Ward
Associate Wealth Advisor
Keith is passionate about helping individuals and families navigate complex financial decisions. After a successful career in business-to-business sales and entrepreneurship, he transitioned into wealth management to pursue a more people-focused path. A Samford University graduate, he especially enjoys working with business owners and entrepreneurs, combining financial expertise with personal insight to help them protect and grow their wealth.