Meet Our Team

Professionals who listen to your needs.

We work together to achieve your goals

The professionals at The Nicolais Wealth Management Group work closely with one another to provide excellent and consistent client service. We develop client centric portfolio strategies and investment solutions that emphasize wealth preservation with a focus on cash flow generation and long-term growth.

To compliment our strategy, we have access to an extensive network of financial & estate planners, insurance specialists, and accounting & legal professionals.

Our Team of Experts

Portfolio Manager, Senior VP, Senior Investment Advisor
Investment Associate 

Our Partners

Senior Advisor, Estate Planning
Senior Advisor, Financial Planning

Contact us

Get contact information for our team members and find out where our offices are.