A personalized approach to managing wealth
Managing wealth with an eye toward the future demands vigilance and skill in today’s global economy. Over the years, we’ve worked with clients and their other professional advisors – including attorneys and accountants – to create comprehensive wealth management plans designed to make the best use of their wealth today and help ensure its endurance for future generations. And we’ll do the same for you.
We can offer you an array of personalized services, support and guidance that can help make a positive difference in the pursuit of your financial goals.
Services we offer
Financial Planning
Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.
Retirement Planning
We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.
Risk Management
One of the most important functions we serve is helping to protect all you have worked to build. Fortunately, there are a number of ways to help. It takes the right approach, as well as steadfast discipline and diligence, to assess the risks that could derail your life goals and build a contingency plan to help limit the effects. As your experienced guide, we assess where your risk lies and determine your level of comfort with it, exploring what actions and plans to put in place to provide the level of protection you need and deserve.
News & resources
Five takeaways from first quarter earnings season
The market’s cultural headwaters
Protecting your Social Security payout
Start with “Why”: Building a bond portfolio that works for you
Work smarter, not longer
The good of gratitude
Mid-year financial check-in
Active and passive investment strategies, explained
Strong fundamentals poised to offset oil price headwinds
An elevated advisory experience
- Nicklas Wealth Management
- 501 Centre St Ste 124 Fernandina Beach, FL 32034-3936
- T +1.904.663.4300
- F +1.904.663.4301
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Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Nicklas Wealth Management. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Nicklas Wealth Management is separately owned and operated and not independently registered as a broker-dealer or investment adviser.
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