Nicholson Wealth Management Group
Finance · South Carolina, United States · 1-10 Employees
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Overview
Headquarters
8 N Adgers Wharf, Charleston, South Caro...Phone Number
(843) 790-2625Website
www.nicholsonwmg.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Nicholson Wealth Management Group
Nicholson Wealth Management Group, based in Charleston, SC, specializes in wealth management and investment advisory services, focusing on high-net-worth and ultra-high-net-worth clients. With over 35 years of experience, they offer fee-only financial planning, trust services, and concierge wealth management, always prioritizing client interests. The firm is recognized for its performance that consistently beats the S&P 500 and is affiliated with Charles Schwab and Wells Fargo Advisors. Their team is highly credentialed, including Certified Kingdom Advisors and Certified Investment Management Analysts, and they are known for providing exceptional service and fiduciary care.Explore more
Nicholson Wealth Management Group Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Nicholson Wealth Manageme...
<$5M
1-10
Private
-
2017
JN
Joseph NicholsonCEO & Chief Information Officer
Company Profile Activity
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Nicholson Wealth Management Group, based in Charleston, SC, specializes in wealth management and investment advisory services, focusing on high-net-worth and ultra-high-net-worth clients. With over 35 years of experience, they offer fee-only financial planning, trust services, and concierge wealth management, always prioritizing client interests. T... Read More
