Here you will find several interesting, important and helpful documents/links related to your financial endeavors.
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.
FINRA - Financial Industry Regulatory Authority
Access the Regulatory background of your financial advisor.
Investment & Wealth Institute
Security & Exchange Commission
A link to the Security and Exchange Commission home page.
Please note that we are not responsible for the information contained on the listed Web sites. The sites are provided to you for information purposes only.