Thoughtful & Strategic Content Crafted Just for You
For years, Nicholas Wealth Management has helped our clients achieve their financial goals by providing unbiased financial advice. We have taken it upon ourselves over the years to thoughtfully craft original content.
We hope you find our guides helpful, and if you would like to take it a step further for a complimentary review of your current strategies, then please request via the form below.
For people who have more important things to do in retirement than worry about taxes.
While some days in the market are sunny, others may be gloomy – and the forecast can change at any time.
Could Rising Interest Rates Put Your Retirement Income at Risk?
It’s important to know how integrating Social Security benefits into your retirement income plan can play a role in your overall financial strategy.
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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Securities are offered through World Equity Group, Inc., member FINRA and SIPC.
Investment Advisory Services are offered through Nicholas Wealth Management and BluePath Capital, LLC.
Nicholas Wealth Management and BluePath Capital, LLC are separate entities and are not owned or controlled by World Equity Group, Inc.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges, and holding periods which vary by the insurance company. Annuities are not FDIC insured.
The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.
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Securities are offered through World Equity Group, Inc.
The World Equity Group Form CRS can be found here.
BluePath Capital Management, LLC (DBA Nicholas Wealth Management) CRS Form
