Your retirement needs a plan

We can help you get more from your assets so you can seek more from life.

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Leaving A Legacy

Featured on Fox Business, David Nicholas discusses 5 of the biggest estate planning mistakes you'll want to avoid.

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The Clock Is Ticking

Read our latest Kiplinger publication discussing three strategies to consider that might help limit your taxes now and throughout retirement.

Home Page Cover-Website

Leaving A Legacy

Featured on Fox Business, David Nicholas discusses 5 of the biggest estate planning mistakes you'll want to avoid.

Untitled (1920 × 764 px)

The Clock Is Ticking

Read our latest Kiplinger publication discussing three strategies to consider that might help limit your taxes now and throughout retirement.

Welcome to Nicholas Wealth Management

At Nicholas Wealth Management, we believe in making a positive difference in the lives of our clients by building a custom financial retirement plan. Whether you are getting ready to retire or already enjoying retirement, our team of professionals at Nicholas Wealth Management can help you determine a strategy appropriate for your financial situation.

We create a wide range of financial planning and wealth management services that are easy to understand and, more importantly, easy to execute so that you can begin the process of securing your financial future today. Our main office is located in Marietta, Georgia, but we serve clients all over the country by maintaining close and trusting relationships with each of our clients.

Once we help develop your personalized retirement plan, the journey begins. Nicholas Wealth Management is here to help you navigate safely through retirement!

Helping You Be Retirement Ready

Your retirement is all about YOU — your goals, your passions, your hobbies and your interests. Whatever your ideal retirement looks like, we can help you achieve it.

Get Started in
easy steps

  • 1 Discover Schedule a meeting to sit down with us and discover what your ideal retirement looks like.
  • 2 Evaluate Using the Retire Ready plan, we’ll examine your current financial situation and determine your retirement needs.
  • 3 Plan Receive a custom strategy designed to help you reach your unique retirement goals.

Retire Ready Tools

At Nicholas Wealth Management, staying informed of day-to-day issues that could possibly affect people’s retirement is a top priority. Our team offers insight on how we believe people can retire successfully, while protecting their retirement dollars from stock market losses. Through our Retire Ready process, we can help customize a retirement plan to meet your financial needs and concerns.

OUR GOAL IS TO HELP YOU MANAGE YOUR FINANCES SO YOU CAN PURSUE YOUR GOALS!

Need More Info? Attend a Live Event

Attend one of our informational seminars to learn more about retirement income strategies, wealth management and more.

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Ready to take
The Next Step?

For more information about any of our products and services, schedule a meeting today or register to attend a seminar.

Or give us a call at (404) 890-5606.