A Team of Master Financial Advisors
We pride ourselves on having a team of capable, well-rounded, and collegial advisors, each with the skills and knowledge base required to understand the complex moving parts of our clients’ busy lives in order to construct comprehensive and fully integrated financial plans.
Our advisors are a team of motivated individuals with the collective desire to collaborate and elevate everyone’s level of knowledge and skill, often working together to meet their clients’ needs.
Multi-Disciplinary Advisors from a Variety of Backgrounds
Are you a professional with experience in accounting, law, tax, or estate planning considering a change in career? Are you a specialist looking to expand your skills and become a comprehensive relationship manager in wealth management?
If you have a passion for strategic financial planning with the bigger picture in mind, but need a different environment to reach your potential, we want to cultivate your desire to become a well-rounded wealth planner. Nicola Wealth advisors come from varied backgrounds with different skillsets. Our team includes former accountants, insurance specialists, and commercial bankers.