Wealth Advisor Chris Nichols Establishes His Firm and Affiliates with Industry Leader and Registered Investment Advisory Firm
Deerfield Beach, FL – August 22, 2014 – 15 year financial industry veteran and wealth advisor, Chris Nichols, announces the launch of his new firm Nichols Wealth Partners, an independent investment and wealth management firm. Today the firm also announced their partnership with Carson Institutional Alliance and its affiliation with CWM, LLC, an SEC Registered Investment Advisory firm (RIA) located in Omaha, Nebraska. Nichols Wealth Partners serves affluent individuals and families through their True Wealth process and focuses on independent, unbiased wealth management. The RIA is led by Ron Carson, Founder and CEO of Carson Institutional Alliance and Carson Wealth Management Group, a nationally recognized wealth management firm in Omaha, Nebraska which oversees $4.3 billion of advisor assets, which include assets under management.* Ron Carson, is perennially recognized by Barron’s as a “Top 100 Advisor” and is currently listed as the #7 advisor in the United States.* “I’ve had a long history of a consulting relationship with Ron Carson and I’m pleased to now formalize and expand the relationship which will greatly benefit our clients” said Chris Nichols, Founder and CEO of Nichols Wealth Partners.
The affiliation is prompted by the firm’s continued growth and commitment to providing the highest value, best solution and superior service for its clients. This partnership will help to optimize pricing arrangements for clients, offer enriched technology platforms, enhanced real-time communication and rationale for portfolio transactions. Client assets will continue to be custodied at its valued partner, LPL Financial.
“We realize that the high net worth marketplace needs top level advice and resources. We want to continue to add value in the ever-changing financial industry, which motivated our move to CWM, LLC’s RIA,” said Nichols. “We will continue to provide high level advice and wealth planning services to our clients and to the community, but now, at a higher level due to the greater resources of Carson Institutional Alliance.”
*Please note that the amount of CWM, LLC¹s ³Assets under Advisement² is considerably larger than the amount of the firms regulatory ³Assets under Management.² Assets under Advisement include regulatory Assets under Management reported in CWM, LLC¹s Form ADV I, in addition to assets with respect to which CWM, LLC may provide consulting and/or financial planning services, but does not have any management, execution or trading authority. CWM, LLC¹s regulatory Assets Under Management can be found in Item 5.F of CWM, LLC¹s Form ADV I, available at https://www.adviserinfo.sec.gov.
*Barron’s Magazine, April 13, 2013 issue. The ranking, as identified by Barron’s, reflects the volume of assets overseen by the advisor and his team, revenues generated for the firm and the quality of practice.
*Registered Rep Magazine, August 2011 issue. The ranking, as identified by Registered Rep, reflects the assets under management using the Discovery-RR database system. Discovery is an online database of financial service intermediaries by the Financial Information Group of Shrewsbury, NJ. Discovery maintains data on the registered rep universe then validates the ranking via direct survey.
About Nichols Wealth Partners
Nichols Wealth Partners’ mission is to empower our clients to experience security, stability and financial abundance. We are one of the top wealth management firms 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. Founder and CEO, Chris Nichols, has always been passionate in bringing community-focused financial planning services to his hometown and surrounding area. Since he started in the financial services industry, finding customized strategies for each client’s unique needs has always been his personal mission. For more information, please visit www.nicholswealth.com or contact Lauren LiCausi at 561-939-8323 or firstname.lastname@example.org
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through CWM, LLC, a Registered Investment Advisor. LPL Financial is under separate ownership from any other named entity.