Nicholas Wealth Management

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
Industry
Financial Services
Employees
17
Founded
2008
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary 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 Contact
David Nicholas President at Nicholas Wealth Management
Email Phone
Amber Deal Senior Marketing Leader
Email Phone
Cyndi Panian Director of Operations at Nicholas
Email
Graham Reynolds, Cfp® Financial Advisor, Nicholas Wealth
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 Email Phone
Executive 1 1 1
Sales 1 1 0

Compare Similar Companies to Nicholas Wealth Management