Nicholas Wealth Management
Nicholas Wealth Management is a full service financial and retirement planning firm. Our investment
At Nicholas Wealth Management we serve our clients financial needs with the highest degree of specialized service. No two clients are alike and our unique approach tailors financial plans with specialized attention to meet the need of our most sophisticated clients. Nicholas Wealth is committed to providing the highest level of comprehensive wealth management solutions to help our clients achieve their financial goals.
09/23/2026
Please join us in welcoming Connor Lee to the Nicholas Wealth Management team!
Connor recently graduated from the University of Arkansas with a Bachelor of Science in Finance and joined NWM as a Client Service Coordinator. He is passionate about serving others with excellence and care while building lasting relationships.
We're so excited to see his accomplishments over the years!
09/19/2026
Happy Birthday to our Founder and President David Nicholas! We’re so grateful for your leadership and everything you do for our team. Your faith in Jesus and the way you live it out each day has such a meaningful impact on our company and everyone around you. We’re so thankful for you and hope you have the best birthday! 🎂🙏
We take teamwork VERY seriously here at Nicholas Wealth. 🤝😂
While we may not need two people to answer one phone or scan documents in, we do believe there is real value in having an entire team working together to build and support your retirement plan.
Your investments and your financial future deserve more than just one person in your corner. At Nicholas Wealth, you have an entire team to help you navigate your goals, make informed decisions, and stay focused on the road ahead.
What do interest rate decisions mean for your investments? 📈
Bailey is breaking down a topic we hear about often from our clients: interest rates and the Federal Reserve.
Will the Fed cut rates, raise them, or keep them where they are? And more importantly, what could those decisions mean for fixed income and other asset classes?
In this video, Bailey explains how changes in interest rates can affect different areas of the market and why understanding the bigger picture matters when building and managing your investment strategy.
Nicholas Wealth, LLC d/b/a Nicholas Wealth Management is an investment advisory firm registered with the Securities and Exchange Commission (“SEC”) under the Investment Advisers Act of 1940. SEC registration does not constitute an endorsement of the firm by the SEC, nor does it indicate that the adviser or investment adviser representative has attained a particular level of skill or ability. This presentation has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy.
09/15/2026
Throwback to our Alpharetta office grand opening! Growing into our Alpharetta office has been a blessing, and we are so happy to have been able to share this beautiful space with our community. We enjoyed charcuterie while touring the office, and then headed over to TopGolf for some friendly competition on the green. Thank you to everyone who joined us! 🏌️♂️⛳️
09/11/2026
Honoring the lives lost and the heroes who served on September 11, 2001. Their courage, sacrifice, and memory will never be forgotten. 🇺🇸
09/10/2026
Behind the scenes! 🎥
David recently spent the day filming new episodes of the RetireReady TV show, covering important topics designed to help viewers feel more confident and prepared for retirement. Stay tuned for more insights and new episodes coming soon!
Your retirement story deserves a personalized ending. 🎬
Retirement planning isn’t a one-size-fits-all. Your RetireReady plan is designed around your goals, financial situation, and dreams for the future, helping create confidence today and safeguarding your legacy for tomorrow!
09/07/2026
Happy Labor Day! 🇺🇸
Today, we’re celebrating the hard-working Americans who are making a difference in our communities every day. We hope you enjoy a well-deserved day of rest and time with family and friends!
Our offices will be closed today in observance of the holiday.
09/03/2026
Important financial advice: diversify your portfolio, enjoy your retirement, and always say yes to a Braves game! ⚾️Thank you to everyone who joined us for our Ambassador Event last Friday. We had so much fun and can’t wait until our next event!
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Category
Website
Address
218 Roswell Street NE, Suite 200, Marietta
Atlanta, GA
30060
Opening Hours
| Monday | 9am - 5pm |
| Tuesday | 9am - 5pm |
| Wednesday | 9am - 5pm |
| Thursday | 9am - 5pm |
| Friday | 9am - 1pm |