Charleston, SC. January 3, 2023
Nicholson Wealth Management Group becomes a registered investment advisor
Joe Nicholson and the entire team at Nicholson Wealth Management Group are THRILLED to announce their departure from Wells Fargo’s independent broker-dealer to re-launch their practice as a registered investment advisor (RIA) firm. The practice plans to shift all client assets to Charles Schwab as the custodian.
“This has always been in our long-term plans,” said CEO Joe Nicholson, a top-ranked advisor with more than three decades of experience in financial services. “Now unbound by the wirehouse’s rules, we can expand the menu of products and services our team can offer to the Charleston community and beyond.”
As an independent RIA operating as a 100% client fiduciary and on a fee-only model, Nicholson Wealth Management Group will now pursue a litany of family office initiatives.
“We’ve instituted an aggressive push to have the best technology with concierge service. Being a registered investment advisor means we can acquire the tools to offer our clients the best investment advice available,” Nicholson added. “It’s about smashing glass ceilings – and our client’s expectations.”
With the power of independence, Nicholson Wealth Management Group’s service model will now include tax planning, estate planning, and other family services. The team’s former wirehouse broker-dealer, Wells Fargo FiNet, didn’t allow for certain investment products. This limited Joe’s ability to offer the kind of non-advisor services that wealthy clients are increasingly expecting.
“With Wells, we weren’t allowed to advertise that we offer investment and planning services. Our feeling is that high-net-worth clients seek these services as part of a comprehensive plan,” Joe reflected. “Now we can add holistic aspects to a client’s plan, including alternative investments and full family office services.”
All in all, this is a momentous and exciting change for the clients at Nicholson Wealth Management Group and the greater Charleston community. Get to know more about Joe and the team by calling 843.790.2625 or visiting them at www.nicholsonwmg.com!
Charleston, SC - April 15, 2021
Joseph L. Nicholson, Managing Director, was named as one of Forbes BEST-IN-STATE Wealth Advisors in 2021 and a Premier Advisors by Wells Fargo Advisors Financial Network in 2021
Joseph Nicholson, CIMA®, Managing Director, of Nicholson Wealth Management Group in Charleston, SC has been named as a Forbes Best-In-State Wealth Advisors in 2021; as well as, on the Premier Advisor list by Wells Fargo Advisors Financial Network.
Both these accolades represent a list of professionals that come to work with one goal on their minds - helping their clients succeed.
“It's an honor to be recognized by Forbes and Wells Fargo Advisors Financial Network” said Nicholson. “As investment planning has become more complex, my top priority is to work with my clients to develop strategies to help give them confidence around all facets of their financial lives and achieve their short- and long-term investment goals.”
Joseph has been with Nicholson Wealth Management Group for 28 years and has 31 years of experience in the financial services industry. He holds an MBA from the University of South Carolina and a Bachelor of Science in Business Administration from the College of Charleston. In 2000, he earned his Certified Investment Management Analyst? designation (CIMA®), through the Investment & Wealth Institute? from The Wharton School. Joseph also holds the distinction of Senior PIM Portfolio Manager and is proficient in PNF analysis through Dorsey Wright & Associates. Joe lives in Johns Island with his wife, Nicole, and their two children.
Las Vegas, NV. March, 1st 2020
Joseph L. Nicholson attended Forbes|SHOOK Advisors Summit
Joseph Nicholson, Managing Director, recently attended the annual Forbes|SHOOK Advisors Summit. Hosted by Forbes magazine and SHOOK Research, the conference is an invitation-only forum attended by financial advisors from around the country to exchange ideas and best practices, with the ultimate goal of improving their businesses and serving the investing public in the best possible manner.
Attendees took part in sessions, led by industry experts as well as fellow Financial Advisors, which explored current issues from business development ideas and managing high net worth accounts and families to portfolio management and retirement planning.
Joe has been with Nicholson Wealth Management Group for 27 years and has 30 years of experience in the financial services industry. He holds a Master's Degree in Business Administration from the University of South Carolina and a Bachelor of Science in Business Administration from the College of Charleston. Joe lives in Johns Island with his wife, Nicole, and their two children.
Charleston, South Carolina. 2008 - 2020
Joseph L. Nicholson, CMIA® designated a "Premier Advisor" by Wells Fargo Advisors Financial Network
Wells Fargo Advisors Financial Network has named Joseph Nicholson, Managing Director , as a member of the firm’s Premier Advisor Program. The Premier Advisor distinction is held by a select group of Financial Advisors as measured by completion of education components, business production and professionalism. Additional criteria, including length of service, may also be used to determine recipients.
“It’s an honor to receive this distinction” said Nicholson. “I am proud to have been given the opportunity to work with my clients and I am committed to helping them reach their financial goals.”
Joe has been with Nicholson Wealth Management Group for 27 years and has 30 years of experience in the financial services industry. He holds a Master's Degree in Business Administration from the University of South Carolina and a Bachelor of Science in Business Administration from the College of Charleston. Joe lives in Johns Island with his wife, Nicole, and their two children.
Orlando, FL, September 12, 2012
Joe Nicholson among financial advisors attending Barron's Advisors Summit
Joseph L. Nicholson, CIMA attended the eighth-annual Barron's Advisors Summit, hosted by Barron's magazine to promote best practices in the industry and the value of advice to the investing public. The invitation-only conference was held at Waldorf Astoria, September 12-14 in Orlando, FL.
This exclusive conference is designed to promote best practices and generate new ideas across the industry. Attendees conducted workshops led by Financial Advisors that explored current issues from business development ideas, managing high-net-worth accounts and families to portfolio management and retirement planning.
Joe Nicholson was one of approximately 400 financial advisors who was selected by their firm to attend and participate in the conference. Participating firms included: Ameriprise Financial Services Inc., Bank of America-Merrill Lynch, Credit Suisse Securities (USA) LLC, Deutsche Bank Alex. Brown, LPL Financial, Morgan Stanley Smith Barney, RBC Wealth Management, Robert W. Baird & Co., UBS Financial Services Inc. and Wells Fargo Advisors.
Charleston, SC, October, 2012
Joseph L. Nicholson, CIMA designated a "Premier Advisor" by Wells Fargo Advisors
Wells Fargo Advisors has designated Joseph L. Nicholson, CIMA, Senior Vice President – Investments, Senior PIM Portfolio Manager as a member of the firm's Premier Advisors Program, a distinction that reflects Joseph's achievement of professional success through a consistent commitment to client service.
"Joseph Nicholson is among a select group of professionals at Wells Fargo Advisors who have achieved the status of Premier Advisor by consistently demonstrating his willingness and capacity to understand his clients' life goals, as well as an ability to develop and execute plans designed to help achieve their aspirations," said Jim Hays, president of the Wells Fargo Advisors Private Client Group. "Joe's high level of commitment to his clients sets a standard and serves as an example for others. We are very proud to have Joe Nicholson on our team."
To qualify for the Premier Advisors Program at Wells Fargo Advisors, Financial Advisors must demonstrate a high level of production and a commitment to professional service. The Premier Advisor Program represents the best of the best of advisors at Wells Fargo Advisors. Nicholson has been a financial advisor with Wells Fargo Advisors for 19 years and has 22 years experience in the brokerage industry. He has a Masters in Business Administration from the University of South Carolina and a Bachelors of Science from the College of Charleston.
Nicholson lives in Johns Island with his wife and their two children.