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Leaving a Legacy

Having the right documents in place is important, but if your loved ones don’t understand what they mean or what steps to take, it can create confusion during an already stressful time. A true legacy plan isn’t just paperwork, it’s making sure your family knows exactly what to do if something happens. . . .Nicholas Wealth, LLC (“Nicholas Wealth Management”) is an investment advisory firm registered with the Securities and Exchange Commission (“SEC”) under the Investment Advisers Act of 1940. SEC registration does not constitute an endorsement of the firm by the SEC, nor does it indicate that the adviser or investment adviser representative has attained a particular level of skill or ability. Securities offered through World Equity Group, Inc., a registered broker/dealer, Member FINRA/SIPC. Investment Advisory services offered through Nicholas Wealth Management. Nicholas Wealth Management is a separate entity and is not owned or controlled by World Equity Group, Inc. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Form ADV Part 2A & CRS can be obtained by visiting https://adviserinfo.sec.gov and searching for our firm name. Neither the information contained herein, nor any opinion expressed, is to be construed as a solicitation to buy or sell a security or personalized investment, tax, or legal advice. World Equity Group, Inc. is not affiliated with the ETF FIAX and is not affiliated with Foreside Fund Services LLC. Nicholas Wealth Management does not provide legal or tax advice. Please consult your legal or tax professional regarding your individual circumstances. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance does not guarantee future results. This material is provided for informational purposes only and does not constitute an offer or solicitation to buy or sell any security. Information is obtained from sources believed to be reliable but is not guaranteed as to its accuracy, completeness, or reliability. Nicholas Wealth Management makes no representations or warranties regarding such information, and it should not be relied upon as the basis for any investment decision. Consult your financial professional before investing. Any links to third-party websites are provided for convenience only; Nicholas Wealth Management does not review or endorse their content and assumes no responsibility for its accuracy or completeness. For illustrative purposes only. Any third-party trademarks, logos, or service marks are the property of their respective owners. Their use does not imply endorsement of Nicholas Wealth Management.