Nick has worked with individuals and institutions to help grow and protect their wealth in the finance industry for more than 20 years. Nick is a creative and strategic thinker, focused not only on finding personalized solutions for his clients to achieve their financial goals, but true peace of mind for their future. He believes true wealth is measured by what money can’t buy and what death can’t take away. He is known among his clients and peers for his thoughtful approach, practical advice and innovative ideas. His clients consider him a trusted advisor and a friend. Nick also enjoys working with institutions in creating and adhering to investment policy while working to achieve the mi