Take the first step toward reaching your
Financial Goals

Get the information that can help you live a confident retirement.

Nicholas Wealth Management Event

At Nicholas Wealth Management, we hold informational seminars for our clients and the greater community that feature information on specific topics such as retirement planning and investment management. Often, our seminars include guest speakers and special activities as well as take-home materials. We strive to keep you up-to-date on issues that matter to you, your family and your financial well-being. Feel free to schedule a one-on-one, no-obligation meeting whenever you attend a seminar.

Upcoming Workshops

Dates

No upcoming workshops at this time.

 

Don't see a date or location that works for you? No problem! Feel free to contact us and schedule a complimentary one-on-one meeting with a Nicholas Wealth Advisor. We'll be happy to sit with you and discuss your own personal financial situation.

Client Life

Markets and Mimosas: Quarterly Client Breakfast

At Nicholas Wealth, we host quarterly market breakfasts for all our clients. We'll review the highlights of each quarter, sharing where the markets currently stand, and where they may be headed, while enjoying a delicious breakfast!

January 28th, 2022

May 6th, 2022

Christmas Party

At Nicholas Wealth, we like to get into the holiday spirit by hosting a Christmas Party! We invited all of our clients and their families, for a meet and greet with Santa and Christmas arts and crafts for the kids!

Princess Party

Nicholas Wealth hosted a royal brunch for clients' families with Frozen's Elsa & Anna, and numerous other tiny princesses! The girls read stories, danced, decorated cookies, and had princess lessons!

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Rather meet
One-on-One?

Schedule a meeting with a member of our team to create your financial strategy today.

Or give us a call at (404) 890-5606.