The Nicola Wealth Management Difference
Prosperity involves a lot more than just making money — it is about creating a life that provides peace of mind along with the freedom to do whatever you choose. It is about good health, personal interests, family and friends.
At Nicola Wealth Management, we understand this. That is why our focus is not just on helping you make the right investment decisions, but building on a comprehensive plan that grows with you. Over the course of a lifetime, you will face different financial issues at different times — like starting a new business, building wealth, providing for your children or grandchildren, retiring, or leaving a legacy through charity.
With Nicola Wealth Management, we are there with you — every step of the way.
"Managing wealth is not only about return on your investments. When your money works well for you, you have the time for those things in life that provide meaning to you — family and friends, community and philanthropy, avocations and personal development. Seeing our clients prosper in these areas is our passion."
JOHN NICOLA
Founding Partner
Our Values
While we constantly look for new ideas and changes that will make a positive difference to our clients, we remain true to the values upon which Nicola Wealth Management was founded:
High-level of expertise
We are a learning organization and are constantly evolving to continue providing the highest levels of expertise to our clients.
Performance
Our drive for performance is distinguished by consistent and meaningful measurement.
Strong relationships
Strong relationships grounded in trust and mutual respect over the long-term allow us to successfully serve clients throughout the various phases of their lives.
Comprehensive, accurate communications using leading-edge technologies
We employ new technologies to set industry standards in reporting and client communications. As part of our commitment to providing high-quality communication, your NWM financial information is available right at your fingertips, 24/7 through our secure Client Access website.
Professional ethics
Our top priority is meeting the needs of our clients, and we unequivocally take full responsibility for the work we do.
APPROACH: WE REALLY KNOW OUR CLIENTS. EACH AND EVERY ONE.
We are experts in managing finances, but we don’t presume to know you. That is why we ask questions — lots of them.
Prosperity is all about achieving success in life — your life. At Nicola Wealth Management, we understand this. That is why we take the time to find out what drives you. Because that is what drives us.
We promise unparalleled personal service for each of our clients, with plans precisely tailored for their individual needs. Through our planners and strategic partners, clients benefit from the specialized expertise of tax lawyers, accountants, and actuaries. In some cases, we draw on our real estate partners as well, including commercial developers, realtors, and appraisers.
It is just one way we look at the whole picture for our clients. Because prosperity is about more than money. It’s about life.
An Integrated Approach to Creating Wealth
Nicola Wealth Management has been built on a belief that all aspects of financial management must be integrated into a single, unified plan to serve each client’s individual objectives. Where we distinguish ourselves is in the execution of the plan and its ongoing management and review.
We recognize that in order to achieve true wealth it takes more than just investing wisely — it takes an understanding of your entire financial picture. This is the unique perspective we bring to each and every client.
"I receive recommendations from many specialists, investment advisors, insurance agents, actuaries, accountants, and lawyers. The people at Nicola integrated all this complex information into one plan executed with the cooperation of all these advisors."
At Nicola Wealth Management, our objective is to assist you in the clarification and realization of your financial goals. Wealth creation, growth, preservation, and management each require different strategies and expertise.
- Our clients have a clear picture of their current financial situation.
- Our clients have goals in place for where they want to be.
- Our clients have a plan in place to help them get there.
- Our clients are able to realize their goals and gain peace of mind.
Our Clients
Our clients are individuals/households with a combination of high net worth/high current income, desiring expert partnership in the issues relating to wealth management.
We provide our clients with a holistic approach to planning by integrating their personal goals and dreams with their specific financial needs.
Our common client profile is an active or retired professional or business owner who has an income of over $100,000 and/or investable assets of $500,000 or more.