"I am thrilled to be joining the Turnbridge Group. As a Certified Financial Planner I am passionate about helping others feel secure in their financial choices. I have a client-first mentality and truly care about the people I work with. I work hard to provide sound advice and excellent service. I have 10 years of wealth planning experience and have my Series 7 and 66 investment securities licenses as well as my Pennsylvania life and health insurance licenses." "I am originally from rural Minnesota but moved to Pennsylvania after marrying my wife Emily 10 years ago. We have three children, Toby, Molly and Calvin. I love spending time with my family. Outside of the office, we run a small concessions business selling fresh lemonade and caramel apples at local festivals. We are involved at West Shore Free Church."
Nicholas can be reached at:
It’s commonly observed in the financial services industry that family wealth rarely lasts across multiple generations—and a new report by RBC Wealth Management may point to some key causes. Watch the video below and download our 2017 Wealth Transfer Report: Lasting Legacy to learn more.
What a difference a year can make for the profit outlook, as uncertainties are clipping momentum. But while earnings growth will be dialed back, we look at why investors should remain dialed in to equities with a constructive—yet vigilant—stance. Read the full economic outlook in the latest edition of Global Insight.
Discreet private wealth management typically suited for qualified investors with at least $1-2 million of investable assets. Call Tim Engle, Jon Stough or Chuck Koch today for a free consultation.
Learn more about The Turnbridge Group.
February 15, 2019
Global Insight Weekly
October 20, 2017
The 13 Wealth Management Issues
Charitable Giving Benefits
What to Know About Social Security Filing Strategy Changes