legacy lifetime-income retirement

Nicholas Wealth Management is a full service financial and retirement planning firm. Our investment model, coupled with our singular focus on safety of principal creates a unique and comprehensive wealth management solution for our clients.

Retirement Planning

Planning for retirement shouldn't be difficult or painful. It should be a gratifying process knowing that you've taken the proper steps to achieve the retirement lifestyle you've dreamed of. The earlier and more carefully...

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IRA Solutions

One of the downsides of IRAs is that every year, millions of Americans are forced to take a Required Minimum Distribution (RMD) from their IRAs and qualified plans starting at age 70½. This RMD...

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Income for Life

Protecting your hard-earned assets in perhaps the most volatile era in generations can be easier than you think. And there may not be a more important time than now to safeguard all that you've worked so hard to achieve...

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Leave a Lasting Legacy

Life insurance has many uses, but one size does not fit all and not all companies are created equal. Almost all insurance companies have now updated their life expectancy tables to reflect the fact that we are now living...

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