Two are better than one, because they have a good return for their work.
A Deep History
Our office is located N. Adgers Wharf, an area rich in history and charm.
Adgers Wharf in 1890 / Adgers Wharf Today
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Awards & Recognition
Joseph L. Nicholson, CIMA®
BEST-IN-STATE WEALTH ADVISORS
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years' experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings.
Useful Links
What is a CIMA® Designation?
Investment Management Consultants Association offeres the only financial services credential accredited by the American Nation Standards Institute: The Certified Investment Management Analyst (CIMA) certification.
Concierge Wealth Management as Unique as You
An overview of the Nicholson Wealth Management Group, the people on the team and how we approach our business.
Get in touch
Call us at (843) 790-2625 or Contact Us