Nicholas Wealth Management
Financial Services
218 Roswell St Ne
17 employees
- Employees
- 17
- Contacts
- 4
- Emails
- 4
- Phones
- 3
Nicholas Wealth Management Overview
- Headquarters
- 218 Roswell St Ne
- Phone Number
- Available in AeroLeads
- Website
- nicholaswealth.com
- Industry
- Financial Services
- Employees
- 17
- Founded
- 2008
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Nicholas Wealth Management
Nicholas Wealth Management is a full service financial and retirement planning firm. Our investment model, coupled with our singular focus on safety of principal creates a unique and comprehensive wealth management solution for our clients. Nicholas Wealth Management was founded with the goal of creating a wealth management firm that addresses the weaknesses in the services provided by traditional investment management firms: namely, risk and loss of principal, inferior investment performance, inflexible and inactive portfolio advising and insufficient client service. At Nicholas Wealth Management we serve our clients financial needs with the highest degree of specialized service. No two clients are alike and our unique approach tailors financial plans with specialized attention to meet the need of our most sophisticated clients. Securities offered through World Equity Group, Member FINRA/SIPC. Investment advisory services offered through BluePath Capital Management, LLC and Triumph WealthAdvisors. Nicholas Wealth Management, BluePath Capital Management and Triumph Wealth Advisors are separate entities and are not owned or controlled by World Equity Group, Inc.
Nicholas Wealth Management Contact Details
- People in AeroLeads
- 4
- With contact data
- 4
- Email contacts
- 4
- 100.0% coverage
- Phone contacts
- 3
- 75.0% coverage
Nicholas Wealth Management Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| David Nicholas | President at Nicholas Wealth Management | Atlanta, Georgia, United States |
Email
Phone
|
| Amber Deal | Senior Marketing Leader | Kennesaw, Georgia, United States |
Email
Phone
|
| Cyndi Panian | Director of Operations at Nicholas | Marietta, Georgia, United States |
Email
|
| Graham Reynolds, Cfp® | Financial Advisor, Nicholas Wealth | Atlanta, Georgia, United States |
Email
Phone
|
Employees by Management Level
Individual contributor
2 profiles
Executive
1 profile
Director
1 profile
Manager
1 profile
Senior / Lead
1 profile
Associate / junior
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Executive | 1 | 1 | 1 |
| Sales | 1 | 1 | 0 |
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