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.
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Verified contacts
19
available on Kipplo
LinkedIn employees
20
1 to 10 range
Open roles
—
no listings
Distinct roles
14
indexed titles
Tech stack
1
tools in use
Monthly traffic
75
organic / mo
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Decision-makers and verified team members
19 contacts with verified email or phone · masked until revealed.
- ML
Madison Luck
Client Relation Manager · Customer/Client Service
EmailPhone - AG
Aaron Gaines
Financial Advisor · Finance & Accounting
EmailPhone - AJ
Aaron Jones
Financial Planner · Finance & Accounting
EmailPhone - DN
David Nicholas
Registered Representative · Sales & Business Development
EmailPhone - GR
Graham Reynolds
Financial Advisor · Finance & Accounting
EmailPhone - LP
Logan Pritchett
Client Services Coordinator · Customer/Client Service
EmailPhone - LK
Louis Kondratev
Trader · Finance & Accounting
EmailPhone - AD
Amber Deal
Marketing Manager · Other
EmailPhone - CP
Cyndi Panian
Director of Operations · Operations
EmailPhone
Showing 9 of 19 verified contacts
Top roles at Nicholas Wealth Management
14 distinct titles indexed · top 10 shown.
- 3client services coordinator
- 3financial advisor
- 2marketing coordinator
- 1- -
- 1client relation manager
- 1client service advisor
- 1client service intern
- 1client services manager
- 1director of operations
- 1financial planner
- +4more titles
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