Nick is a Financial Advisor with The Wolk Group of with Raymond James. While focusing his business on his clients’ individual financial objectives, Nick believes the most successful wealth management strategies look at the big picture. It is this comprehensive, solution-focused approach, delivered with constant personal attention and a commitment to his clients’ best interests, that sets Nick apart.
Nick is dedicated to managing and preserving wealth for you and your family. By establishing deep and valued relationships with you, he is able to gain a comprehensive understanding of your needs and goals. Nick works hard to enhance and preserve your investments, while assisting you in realizing your goals through long-term financial solutions using portfolio management, asset allocation, retirement planning (including IRAs, 401(k)s, estate planning, 529 education savings plans and more.
A native of Little Falls, NY, Nick graduated from St. John Fisher College with a Bachelor’s Degree in Communications and a minor in Business Management. He is a member of the Little Falls Benevolent and Protective Order of the Elks #42*. When not working, Nick enjoys being outdoors, spending time with family, and supporting Aston Villa FC. He joined Raymond James in 2015.
*Raymond James is not affiliated with the above organization.