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VerifiedFinancial Services· Founded 2014

Nichols Wealth Partners

We make the complex simple. As your trusted fiduciary advisor, we’re focused on simplifying your financial life. Whether you’re investing hundreds of thousands or millions, we’re about much more than results – we’re about helping you understand where those results came from and why we chose the financial planning strategy we did. If you’re tired of the mystery of investing, taxes or insurance and want to know exactly what’s happening with your money, schedule an appointment today. Let’s have a conversation to see if we can help - 561-939-8323

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HeadquartersBoca Raton, United StatesEmployees9(11 to 50)Annual revenue$10M to <$50MFounded year2014Websitenicholswealth.comLinkedIn profileLinkedIn

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11 to 50 range

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4

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Top roles at Nichols Wealth Partners

4 distinct titles indexed · top 4 shown.

  • 1associate wealth advisor
  • 1director of life insurance & estate planning
  • 1managing partner & sr wealth advisor
  • 1senior wealth advisor

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