Nichols Wealth Partners


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We seek to deliver value and innovative services to all our clients. Recognizing that no two situations are alike, our proprietary Scorecard will help you evaluate and “score” where you are across ten criteria, focusing on your current situation, challenges, and opportunities, and gauging where you ideally want to be.

Your submitted Scorecard will be reviewed by a Nichols Wealth team member who will then follow up with you to gain deeper insight into your purpose, goals and aspirations. Together with you, the appropriateness of next steps can be considered.

Your investment of 10-minutes to complete the Scorecard will provide you with insights into your situation that may well be profound.

Please evaluate yourself candidly, entering the number most closely aligned with your current thinking, situation and objectives.

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