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Nearly 20 years ago, I graduated from the University of Florida and started in the financial services business selling life insurance to business owners and professionals. I quickly realized that clients needed more comprehensive planning and as a result our practice has evolved into a holistic wealth planning firm. I am excited about the opportunity for Nichols Wealth Partners to serve your financial and wealth planning needs. I am also excited about our partnership with a well-respected investment planning firm, Carson Institutional Alliance. Together, we’ve built a team of some of the brightest, most knowledgeable specialists in the industry as we’re now a part of the #7 ranked team in the country, as rated by Barron’s magazine.*
One of the things that I love about our business is the ability to meet fascinating people. While meeting with clients, I hear stories of early business struggles but through hard work, focus and perseverance, a world of financial success and abundance prevails. This simply confirms my belief that the persistence in achieving the American dream will always shine through any adversity.
Our mission is to empower our clients to experience a life well planned. We thank you for the continued opportunity to serve you and look forward to the many decades to come!
Chris Nichols, Founder and CEO of Nichols Wealth Partners
*The Barron’s rankings are based on data provided by over 4,000 of the nation’s most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn’t an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment-picking abilities.