Historic Moment
One of the most iconic images of Wall Street is the ringing of the New York Stock Exchange bell, signaling the opening of the day's trading activity. Nicholas Wealth Management was honored to be invited to ring The Opening Bell® at the New York Stock Exchange to celebrate the listing of our Nicholas Fixed Income Alternative ETF (NYSE Arca: FIAX).
The NYSE Bell
"Ringing the bell on the NYSE has always been a dream of mine and I am grateful to God for this opportunity. This would not have been possible without all of our amazing clients who have trusted us for so many years and also the incredibly talented individuals on our Nicholas Wealth team. I'm grateful our team was able to witness this momentous occasion with us in New York" - David Nicholas, President & Founder
FAQS
Yes. Our investment committee meets each quarter and selects stocks for our Nicholas Large Cap and Nicholas Dividend Growth equity SMA strategies. Each quarter the best ideas are brought forward and rebalances are made based on sector over/under weighting.
Our Nicholas Wealth fee analysis will help you uncover fund fees, annuity fees and other hidden fees your current financial advisor may be charging you. We may be able to potentially reduce or eliminate the excessive and hidden fees you may not realize you're paying.
Many of the people we meet with already have a financial advisor. This meeting is about getting a second opinion to help ensure that your retirement plan matches your goals.
Yes, we have a licensed CPA on staff at Nicholas Wealth. Our tax team's focus is to help you make proactive tax decisions to potentially reduce or eliminate your income tax liability in retirement.