Services to address the priorities in your life.

Over time, your financial objectives will evolve from accumulating wealth to planning for retirement and making your money last as long as possible. Over the course of your lifetime, you will undoubtedly pursue all of these goals. The Nicholson team has the experience, skills and resources to offer a breadth of wealth management services and solutions. With a full range of financial services available, we to meet each client’s individualized needs and goals.

Be it Asset Management, Tax Planning, Financial Planning, Trusts or Estates, the Nicholson team can answer your questions. We are a single point of contact to address financial-related needs, while ensuring any financial decisions are aligned with your unique journey to and in retirement.

The services we offer include:

You can tell whether a man is clever by his answers. You can tell whether a man is wise by his questions.

— Naguib Mahfouz

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