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We are a boutique firm providing comprehensive planning and investment counsel for high-net worth families, foundations, endowments and select institutions

Nicholson WMG

by Nicholson Wealth Management Group, LLC

What is it about?

We are a boutique firm providing comprehensive planning and investment counsel for high-net worth families, foundations, endowments and select institutions. Leveraging decades of expertise, we are a process driven, disciplined investment asset manager dedicated to servicing each client's unique needs. We leverage technical analysis to identify and help protect our clients against undue risk.

App Details

Version
5.14.0
Rating
(2)
Size
37Mb
Genre
Finance Business
Last updated
September 11, 2024
Release date
December 7, 2023
More info

App Screenshots

App Store Description

We are a boutique firm providing comprehensive planning and investment counsel for high-net worth families, foundations, endowments and select institutions. Leveraging decades of expertise, we are a process driven, disciplined investment asset manager dedicated to servicing each client's unique needs. We leverage technical analysis to identify and help protect our clients against undue risk.
This Mobile App allows you secure access to view your account, investment plan and important documents.

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