Daniel Mcnicholas Email & Phone Number

Our partnership originated with the vision to create an integrated financial services structure focused on serving the unique needs of individuals, corporate executives, family owned businesses and public businesses. We provide a range of offerings that can be combined to pursue the desired goal.-Asset Allocation-Investment Strategy-Trust and Estate planning Strategy-Discretionary Portfolio Management-Alternative Investments-Concentrated and Restricted Stock Management-Insurance-401k and Deferred Compensation-Liquidity eventsWe are committed to deliver to you extreme diligence in the oversight of the assets that you have placed under our care. We thank you for your trust and confidence and look forward to working with you and your families for years to come.We invite prospects to meet with us to discuss their goals and the ways in which our team can help. Our extensive network of professionals provides us with an effective means of addressing a wide range of needs. When needed we will collaborate with your other trusted advisors to ensure everyone works together to achieve your stated goal with tax and time efficiency.• Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Advisory Services offered through Gladstone Wealth Management, a registered investment advisor. The Choice Group and Gladstone Wealth Management are separate entities from LPL Financial.• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.• For a list of states in which I am/we are registered to do business, please visit www.tcgwealth.com

Listed skills include Investments and Strategic Financial.

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  Hofstra University

  Bachelor'S Degree