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 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 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 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. Atlanta magazine named David Nicholas, one of Atlanta's 500 most powerful leaders in 2020 and 2021. 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, CNBC, CNN and Fox News' Fox and Friends.
David lives in Atlanta with his wife, Kristin, and their children Isabella, Sophia, and Luke. In his free time, he enjoys spending time with his family, traveling, and reading. David attends Church of the Apostles in Atlanta and serves on the Vestry. David is honored to serve as a board member of Life Resources of Georgia where they aim to engage, equip and encourage to see life-affirming organizations support Georgia families. He also loves giving back to the local community by speaking on leadership, government, and public policy at schools in the Atlanta area.