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VerifiedFinancial Services· Founded 2008

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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HeadquartersMarietta, United StatesEmployees20(1 to 10)Annual revenue<$1MFounded year2008Websitenicholaswealth.comLinkedIn profileLinkedIn

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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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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