Nicholas Ferguson

Background

About Nicholas Ferguson

Since entering the financial industry, Nick has specialized in helping corporate executives, business owners, and key stakeholders strategically manage concentrated stock positions, deferred compensation, and comprehensive asset management.At Peak Wealth Partners, he embodies a client-first philosophy, delivering tailored strategies designed to align with each client’s unique goals, while navigating the complexities of wealth with professionalism and clarity.Nick lives on Long Island and integrates his personal passions with his professional life. Whether surfing, or spending time with his dog, Oli, he brings the same patience, focus, and precision to his leisure pursuits as he does to advising clients.Disclosure:Investment advice offered through Peak Wealth Partners, a doing business name for Gladstone Wealth Partners, an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Information described herein is not meant to be a substitute for legal, accounting, or tax advice. Additional information about Gladstone Wealth Partners and your investment adviser representative is available on the SEC's Investment Adviser Public disclosure website at provided by SHOOK® Research, LLC. Data as of 3/31/24 Source: Forbes.com (January, 2025). Forbes Best-in-State Wealth Management Teams ranking was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings and a ranking algorithm that includes: a measure of each team’s best practices, client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and team, and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see SHOOK is a registered trademark of SHOOK Research, LLC.