Nichols Wealth Partners mission is to empower our client’s financial knowledge, establish their financial goals and objectives to increase their financial confidence. We are a wealth management firm in South Florida serving affluent families, business owners, executives, institutions and professional athletes. Our team provides the highest level of service for our local and national clients in financial planning and investment management. Nichols Wealth Partners was founded on strong values, integrity, personalized service and attention to detail. Our goal is to help our clients uncover and achieve their financial goals and we understand they have unique goals and objectives and we’re passionate about helping them discover and achieve their desired outcomes. *Barrons Award: Carson Wealth. Barron’s Magazine, October 20, 2014 issue. Advisors inducted into the Hall of Fame include those who were recipients of the Barron’s Top 100 Independent Advisors ranking since the list’s inception. See disclosure for full details. Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Third party posts found on this profile do not reflect the views of Cetera Advisor Networks and have not been reviewed by Cetera Advisor Networks as to accuracy or completeness. For a list of states in which I am/we are registered to do business please visit: www.nicholswealth.com
View Top Employees from Nichols Wealth PartnersWebsite | http://www.nicholswealth.com |
Revenue | $7 million |
Employees | 3 (3 on RocketReach) |
Founded | 1999 |
Phone | (866) 477-6113 |
Technologies |
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Industry | Financial Services, Finance General, Finance |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 52393 Companies, NAICS Code 5239 Companies, NAICS Code 52 Companies, NAICS Code 523 Companies |
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The Nichols Wealth Partners annual revenue was $7 million in 2024.
Raffaella Nichols is the Director of Marketing and Events of Nichols Wealth Partners.
3 people are employed at Nichols Wealth Partners.
Nichols Wealth Partners is based in Deerfield Beach, Florida.
The NAICS codes for Nichols Wealth Partners are [52393, 5239, 52, 523].
The SIC codes for Nichols Wealth Partners are [62, 628].