Building your financial future

Nick takes a dynamic and individualized approach to help high net worth and ultra-high net worth clients address their financial needs.

One that combines knowledge, experience and acumen with a deep understanding not just of clients’ goals, risk tolerance, liquidity needs and objectives, but of their lives, families, interests and passions.

It is an approach based on "know how" and "know you", and truly reflects his philosophy of working closely with clients to help them live the lives they want and plan for the future.

Portfolio management is both an art and a science. Nick blends these elements by taking both a telescopic and microscopic approach to investing in order to meet the long-term and short-term goals of his clients. Risk management is the chief cornerstone of his practice.

What you can expect from me:

  • Learn what your current needs and goals are
  • Help you understand your existing situation and holdings
  • Analyze your circumstances and compare them to your goals
  • Assist you with your insurance and protection strategy
  • Assist you with your financial planning
  • Understand your comfort level regarding risk
  • Draw on our team of industry experts
  • Make recommendations based on your needs and goals
  • Prepare your personalized financial strategy
  • Monitor your plan regularly to ensure it stays on track
  • Confidentiality at all times

Recent Insights

Don’t fight (or fear) the Fed

The U.S. central bank is an incredibly powerful institution that can exert influence on essentially any U.S. dollar-denominated asset. However, we believe the Fed is also widely misunderstood.

Rally realities

It’s been a nearly unprecedented winning streak for U.S. stocks. But in this heady atmosphere there are vulnerabilities to keep top of mind. We dig into these, and how to position portfolios to balance the risks and opportunities.

2024 earnings: The likely convergence of the “haves and have nots”

As all eyes focus on Q1 earnings results, we think the full-year earnings growth trajectory is more important. Growth rates for the Magnificent 7 and non-Mag 7 stocks are expected to converge, but some earnings risks remain.

High expectations for U.S. equity markets

Most major equity markets have moved to new high ground, propelled by expectations for interest rate cuts. But we are not out of the woods yet.