Nick Brait, Cfp® Cka® Acc Email & Phone Number

Oakbrook Terrace - Chicago - Park Ridge - St. Charles, Il

As Managing Director, I oversee the day-to-day operations of our Park Ridge office and serve as the lead advisor on those client relationships. As a CERTIFIED FINANCIAL PLANNER™ practitioner, I am responsible for providing our Comprehensive Financial Planning Service that my team has developed.Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. and SAGE Private Wealth Group. SAGE Private Wealth Group is not a registered broker/dealer and is independent of Raymond James Financial Services. For important disclosure information, please see “Social Media Disclosure” link in the “Contact and Personal Info” section.

Oakbrook Terrace - Chicago - Park Ridge - St. Charles, Il

Help affluent clients and organizations with the management of their wealth and financial resources. This includes investment consulting, advanced planning (taxes, estate planning, charitable giving), reserve management and relationship management.Specialties: Wealth Management; Retirement Planning; Business Planning; Insurance Planning; Charitable Giving; Legacy Planning; Public SpeakingSecurities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC out of St. Petersburg, FLFor important disclosure information, please see "Social Media Disclosure" link in the "Contact Info" section.