Meet the professionals who can help you
Pursue Your Goals
We help individuals and families pursue their ideal retirements.
Nicholas Wealth Management
Nicholas Wealth Management is more than just a financial services company. We believe in making a positive difference in the lives of our clients by staying true to our principles and keeping our promises to you. Since 2008, Nicholas Wealth Management has helped individuals secure their financial future with the goal of preserving capital from stock market losses. We don’t focus solely on how much our clients make in any given year, but our comprehensive approach maximizes the amount individuals get to keep from their hard-earned investment and retirement savings.
We believe our approach and investing philosophy is different from traditional investment firms. We specialize in building custom solutions to help our clients build long-term, risk-managed portfolios tailored to meet their unique financial goals. By partnering with experienced money managers, we can actively assess global market conditions and economic data to make real-time decisions based on market trends.
As a Nicholas Wealth Management client, you will have a results-driven plan to ensure that your unique objectives will be given the best opportunity for success. It is vitally important to understand that the world today is a very different place. The ideas of the past, buy, hold and forget, just won’t work in this “new economy” we find ourselves in. If you feel that it’s time for a change, time for something different, you are not alone. Individuals throughout the United States have turned to Nicholas Wealth Management to help them navigate safely through retirement.
Meet the Team
The team behind Nicholas Wealth Management is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
David Nicholas President & Founder
David Nicholas is the president and founder of Nicholas Wealth Management, an investment and financial planning firm in Atlanta, Georgia. David has been serving clients as a Financial Advisor for over 15 years.
A graduate of Kennesaw State University, David holds a business administration degree in finance with a concentration in economics. He also earned a master’s degree in financial planning from the University of Georgia and a certificate in adaptive leadership from Georgia State University. He passed the FINRA Series 7, 63 and 65 exams and holds Georgia, Alabama and Texas life insurance and Georgia health insurance licenses.
David offers fresh insights on strategies that can help listeners protect and potentially grow their investment portfolios. During his tenure as a radio host, he has had the privilege of interviewing titans of business and politics, including Steve Forbes, U. S. Senator David Perdue, former Speaker of the House Newt Gingrich, former Attorney General Ed Meese and Georgia Governor Nathan Deal.
David was selected as one of 25 individuals in the Atlanta area to be a member of the Buckhead Coalition’s Diplomatic Leadership Corps, a one-time honor given in recognition of the coalition’s 25th anniversary. He also was named one of Atlanta’s “Power 30 Under 30” individuals by the Apex Society. Atlanta magazine named David Nicholas one of Atlanta's 500 most powerful leaders in 2020. Also, Kiplinger published one of David’s most popular articles, “Don’t let bad timing be your biggest retirement mistake.” David’s opinions and commentaries have been featured frequently on Fox Business with Stuart Varney, CNBC, CNN and Fox News' Fox and Friends.
David co-founded Future Voices of America, a political nonprofit that engages young Americans through social and viral media to help them become actively engaged in the political process. He also served on the board of directors of the ADDO Institute, a student leadership organization for next-generation leaders, and assisted with strategic marketing and organizational leadership.
David lives in Atlanta with his wife, Kristin, and their daughters, Isabella and Sophia. In his free time, he enjoys spending time with his family, traveling and reading. David also attends Church of the Apostles in Atlanta and serves on the Vestry. He also loves giving back to the local community by speaking on leadership, government and public policy at schools in the Atlanta area.
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The Next Step?
For more information about any of our products and services, schedule a meeting today or register to attend a seminar.