Our Process

Nichols Wealth Management uses a client-centric process focused on pursuing specific milestones that are created together by you and Tim.  A comprehensive, three-step planning process is utilized to identify your specific needs, implement your strategy and monitor it regularly to help you stay on course.

Assessment

 

You are asked to complete a confidential personal profile that helps gain a deep understanding of your current financial situation and goals.

Preparation

Tim provides a detailed analysis of your finances, develops a variety of customized strategies, then offers suitable recommendations to address your future needs.

Implementation

Together, you and Tim select the best approach and put your personalized plan into action. Through consistent communication with you and careful monitoring of the portfolio, you will meet with Tim monthly, quarterly or annually to make adjustments when necessary.

Our Office Location

107 N Goliad St #102, Rockwall, TX 75087

Nichols Wealth Management

Our office is located at 107 N Goliad St #102 Rockwall, TX 75087.

Tim and wife Heather, sailing away with friends.

Contact Us

 

The LPL Registered Representative associated with this website may discuss or transact securities business only with residents of Texas.

Copyright © 2019, All Rights Reserved for Nichols Wealth Management

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