Welcome to Nickel Wealth Management
Our business is driven by five major business beliefs:
We believe excellent financial management begins with an understanding of your goals and core values.
Each family, individual or entity comes with a unique set of assets, liabilities, risks and opportunities. Our planning process ensures that your assets are protected, tax is minimized, and financial security is within sight for today, and for your legacy in the future.
We believe a disciplined investment strategy adds value.
Investment strategy involves, at a minimum, determining an appropriate strategic (long term) asset allocation, tactical (short term) asset allocation, rebalancing discipline, tax management, and cost effective implementation. This is prior to selecting the securities that meet our standards for quality and diversification.
We believe regular and effective communication increases our mutual peace of mind.
For our team, managing your finances is an ongoing process. Regular reviews and communication ensure that you are kept up to date on your progress, and we stay current with any changes in your life and make necessary adjustments to the plan.
We believe you deserve total transparency.
We will clearly discuss any aspect of your investments, costs, or recommendations in your financial plan.
We believe our role includes a commitment to better the lives of our clients.
Through sound financial planning and quality investment management, our goal is save you time, offer peace of mind, and see you reach the goals you have been working hard to achieve.
Meet our team