Nicholas Wealth Management

Finance · Georgia, United States · 1-10 Employees

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Overview

Headquarters

2859 Paces Ferry Rd SE Ste 420, Atlanta,...

Phone Number

(404) 890-5606

Revenue

<$5 Million

Industry

Finance Securities Trading

About Nicholas Wealth Management

Nicholas Wealth Management specializes in comprehensive wealth management services, offering personalized guidance to help clients confidently prepare for retirement. Their services include the RetireReady Plan, income planning, investment planning, tax planning, health care planning, and legacy planning. The firm focuses on building client-centered relationships and providing trusted expertise to ensure financial security. They cater to individuals seeking to optimize their retirement strategies and protect their wealth.Explore more
Nicholas Wealth Management's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Nicholas Wealth Management Org Chart

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President & Founder

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Nicholas Wealth Managemen...

<$5M
1-10
Private
-
2008
DN
David NicholasPresident & Founder
<$5M
11-50
Private
<$5M
2016
AH
Alisha HollandVice President and Financial Advisor
<$5M
1-10
Private
-
-
BB
Beth BurgertChief of Staff & Director, Client Relationships
<$5M
1-10
Private
-
2005
NA
Natalie AnziniDirector, Marketing & Engagement
<$5M
1-10
Private
<$5M
2013
DN
Danielle NodayDirector, Client Services
Illustration of an envelope

Nicholas Wealth Management Tech Stack

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Frequently Asked Questions Regarding Nicholas Wealth Management

What is Nicholas Wealth Management's official website?
Nicholas Wealth Management's official website is www.nicholaswealth.com
What is Nicholas Wealth Management's Revenue?
Nicholas Wealth Management's revenue is <$5 Million
What is Nicholas Wealth Management's SIC code?
Nicholas Wealth Management's SIC: 62,628
What is Nicholas Wealth Management's NAICS code?
Nicholas Wealth Management's NAICS: 52,523
How many employees does Nicholas Wealth Management have?
Nicholas Wealth Management has 1-10 employees
What industry does Nicholas Wealth Management belong to?
Nicholas Wealth Management is in the industry of: Finance, Securities Trading
What is Nicholas Wealth Management competition?
Nicholas Wealth Management top competitors include: Bulman Wealth Group, The Holland Group, Young Wealth Management, PFS Wealth Management
What technology does Nicholas Wealth Management use?
Some of the popular technologies that Nicholas Wealth Management uses are: Cloudflare Website Optimization, Cloudflare CDN, Google Cloud Web Serving, Google Cloud Platform
How do I contact Nicholas Wealth Management?
Nicholas Wealth Management contact info: Phone number: (404) 890-5606 Website: www.nicholaswealth.com
What does Nicholas Wealth Management do?

Nicholas Wealth Management specializes in comprehensive wealth management services, offering personalized guidance to help clients confidently prepare for retirement. Their services include the RetireReady Plan, income planning, investment planning, tax planning, health care planning, and legacy planning. The firm focuses on building client-centere... d relationships and providing trusted expertise to ensure financial security. They cater to individuals seeking to optimize their retirement strategies and protect their wealth.Read More

What are Nicholas Wealth Management social media links?
Nicholas Wealth Management Linkedin page Nicholas Wealth Management Twitter page Nicholas Wealth Management Facebook page
Is Nicholas Wealth Management a public company?
Nicholas Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Nicholas Wealth Management

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