Dolphins swimming

Simply, we help clients build, manage, protect, and transfer wealth.

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Black and white classic car

Simply, we help clients build, manage, protect, and transfer wealth.

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Front grill of a classic car

Simply, we help clients build, manage, protect, and transfer wealth.

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Woman in wedding dress standing next to a classic car

Simply, we help clients build, manage, protect, and transfer wealth.

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Red classic Bentley

Simply, we help clients build, manage, protect, and transfer wealth.

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Picture of three pelicans

Simply, we help clients build, manage, protect, and transfer wealth.

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Beach chairs on sand

Simply, we help clients build, manage, protect, and transfer wealth.

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Adgers Wharf in the 1800s

Simply, we help clients build, manage, protect, and transfer wealth.

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MISSION STATEMENT

Our mission is to help clients attain financial peace, that is confidently being a good steward of your assets so that you are telling your money what to do so your money is not telling you what to do.

Two are better than one, because they have a good return for their work.

Ecclesiastes 4:9 NIV

The function of economic forecasting is to make astrology look respectable.

John Kenneth Galbraith

Temporal prosperity cannot be compared to divine guidance now and eternal glory in the next life.

Ps. 73:23-24

Why should I care about fundamentals, when ultimately, they all get funneled into price. The only ‘fundamental’ I believe in, is the irrefutable law of supply and demand.

Tom Dorsey

I can observe a lot just by watching

Yogi Berra

Things will fluctuate

JP Morgan

Only when the tide goes out do you discover who's been swimming naked

Warren Buffett

We make a living by what we get, but we make a life by what we give

Winston Churchill

No one has ever become poor by giving

Anne Frank

Love what you have and you will have what you love

Unknown

Old Market Adage
What is, is.

Old Market Adage
Sell down to your sleeping level

Old Market Adage
Don't fight the tape

Old Market Adage
Hope is not an investment strategy

Old Market Adage
Bull markets climb a wall of worry

Old Market Adage
Never catch a falling knife

Old Market Adage
A rising tide lifts all boats

Old Market Adage
Light a candle every night

A DEEP HISTORY

Our office is located N. Adgers Wharf, an area rich in history and charm.

Adgers Wharf in 1890

Adgers Wharf in 1890

Adgers Wharf Today

Adgers Wharf Today

AFFILIATIONS

Proud Member

Investments and Wealth Institute

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Investments and Wealth Institute

USEFUL LINKS

CORONAVIRUS IMPACT

Follow the latest market updates for insights into the world of investing.

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WORLDOMETER - CORONAVIRUS CASES

The latest data for the Coronavirus pandemic from Worldometer.

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WHAT IS A CIMA® DESIGNATION?

Investment Management Consultants Association offeres the only financial services credential accredited by the American Nation Standards Institute: The Certified Investment Management Analyst (CIMA) certification.

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CONCIERGE WEALTH MANAGEMENT AS UNIQUE AS YOU

An overview of the Nicholson Wealth Management Group, the people on the team and how we approach our business.

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GET IN TOUCH

Call us at (843) 790 - 2625 or  CONTACT US
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals