Let us help you grow more than wealth

Value proposition 

We work with individuals and families who value a long-term, planning-based relationship.  Our candid approach guides our clients to set clear goals, build wealth, and spend intentionally so they can enjoy themselves today, be well-cared for in the future, and maintain the ability to leave a legacy. Our clients value our experience and trust our process that helps them prepare for both their expected and unexpected financial needs.

How we serve you 

Our team enjoys helping people develop a financial plan based upon your individual needs. Engaging with our clients, our team is committed to your financial well-being and closely reviews your investment strategies to help keep them in alignment with your priorities.

Proud to work with a nationally recognized teammate

At The Nichols Wealth Management Group, we are very proud that Financial Advisor Tonya Nichols was named a Forbes Top Women Wealth Advisor in 2022 and a Forbes Best-In-State Wealth Advisor in 2022. It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations, Tonya!

Global Insight Cover (man looking at finances on ipad)

As earnings go, so goes the market

Fresh off a market bounce that was partly sparked by better-than-feared Q2 earnings reports, investors should consider where U.S. corporate profits could be headed next year. Read the full economic outlook in the latest edition of the Global Insight Monthly.

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

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