Nicholas began serving his clients out of a sincere desire to help individuals and families plan for and attain their financial goals. He focuses his practice on efficient retirement income and legacy planning, with an emphasis on building and using tax-free wealth.

His clients consider him a trustworthy, caring, and reliable expert, whose hard work and superior service leads to exceeding clients’ goals and expectations. His advanced knowledge of how true wealth works is an incredible asset to his clients, whom he coaches daily in many areas including:

• Retirement Income Planning
• Social Security and pension maximization
• Minimizing taxes and unnecessary transfers of wealth • Life insurance, Medicare and long term care planning

A licensed producer, Nicholas’ consultations with clients are always provided with no fee or obligation. Nicholas is a teamplayer who works collaboratively with other advisors and mentors to ensure the most comprehensive outcome for his clients on a tax- advantaged and referral-only basis.

Nicholas grew up in Tiverton, Rhode Island and graduated from Rhode Island College with a Bachelor’s Degree in Finance. In 1995, he joined the Rhode Island Army National Guard and
has since completed three combat tours of duty overseas and is a recipient of the Bronze Star. Nicholas currently resides in Coventry, Rhode Island, where he enjoys maintaining an active and healthy lifestyle and spending time with his family and friends.