Client Appreciation
At Nicholas Wealth Management, we deeply value and appreciate our clients, recognizing their trust as the cornerstone of our success. We are committed to providing personalized service and expert guidance to help them achieve their financial goals.
Nicholas Wealth Management is the only financial advisory firm I recommend.
Erick Erickson
Nicholas Wealth has brought great peace to our finances now and in the future as we "mature" in retirement. We very much appreciate the integrity and faith they operate on in their care of clients.
Patti J.
Staff is outstanding. The response time is very good. All the staff members are knowledgeable.
John S.
I feel confident about how Nicholas Wealth manages my retirement accounts due to the prudence and attention to detail the Nicholas Wealth team applies. Plus, we appreciate David’s national presence on Fox Business!
Bill W.
Nicholas Wealth is a creative team of high integrity that understands the importance of a strong estate plan. They help navigate the complexities of estate and tax law, as they change, to help their clients build and maintain lasting legacies.
Patrick N.
Tax planning is an integral part of retirement planning and Nicholas Wealth has the strategies to help you reduce or eliminate your taxes in retirement.
David B.
I’m a financial planner in South Carolina and respect David and the business he built. You’re in good hands working with an independent firm like his.
Adam C.
I've had an excellent experience with Nicholas Wealth Management. They are proactive, professional and trustworthy. They came highly recommended to me and I would happily refer them to my own friends and family.
Sophie C.
One of my best financial decisions was becoming a client of Nicholas Wealth Management!
Terry T.
David is so knowledgeable, kind, and honest. I wouldn’t want my money in anyone else’s hands.
Kerri C.
Great knowledge, even greater advice! Nicholas Wealth Management should be on your short list for helping you make the right choices concerning retirement planning etc.
Tim S.
David and his team at Nicholas Wealth Management are awesome... The team at NWM has great integrity and through this comes trust. Thank you guys for being great human beings. This is a rarity in the world that we live in today.
Verona R.
Nicholas Wealth has made investing for our future and our ability to be financially secure during our retirement a reality. They have also shown us that we can travel and have fun during retirement and not just survive it... If you are looking for sound financial advice we highly recommend Nicholas Wealth Management.
Helen E.
My wife and I are extremely happy with Nicholas Wealth. We feel they are really looking out for our best interests in our retirement and financial planning. The staff is top notch, very professional and understanding to our needs and concerns. Happy we went with Nicholas Wealth Management to help us plan our future.
Jeff W.
I had been with another investment advisor for about 16 years but the results were disappointing. Nicholas Wealth brought a breath of fresh air into my retirement strategy and I'm so glad I found them.
Kim M.