Personalized support
For over 20 years The Nicolais Wealth Management Group (The Nicolais Group) has focused on prudent wealth stewardship and exceptional client service driven by sophisticated and strategic financial advice.
Starting with your first meeting, The Nicolais Group takes the time to completely understand your goals and needs in order to offer each of our clients a thoughtful and personalized approach to achieving their financial goals.
Discover our company
The Nicolais Group offers access to an extensive network of trusted service professionals. In addition to having a dedicated financial planner, estate expert and insurance specialist available, we also offer access to an extensive network of lawyers and accountants. We do this to meet the needs of our successful client base which includes entrepreneurs, professionals, family trusts, private charitable foundations, estates and institutions.
If you would like to consider engaging a private and professional advisory services group that specializes in serving the needs of successful individuals, families and institutions, and have available $1 million of investable assets, The Nicolais Group may be right for you.
Our purpose
Our objectives
As your partner in financial success, we're here to support you with all your investment goals. You can count on our help to make your money work for you.
Our values
We're committed to honesty, integrity and excellence. Our comprehensive financial planning service and personalized solutions will provide you with peace of mind.
What makes us stand out
What makes our investment approach unique is our expertise and
strategy of maximizing investment cash flow by:
- Continuous optimization of income yielding investments on a risk adjusted basis
- Overlaying options positions into the portfolio
- Tax efficient investment selection
