Nicholas Wealth Management

Nicholas Wealth Management is a financial advisory firm focused on retirement. Its signature offering is the RetireReady plan, which brings income, investment, tax and health care strategies together into one plan. Other services include income planning, investment planning, tax planning, health care planning such as Medicare guidance, and legacy planning done alongside estate planning attorneys.

The firm has been working with clients since 2012 and has offices in Marietta and Alpharetta. New clients start with a discovery meeting and a review of their current portfolio before any accounts are opened. Meetings can be scheduled through the website or by phone. The Marietta office is at Roswell Street in Marietta.