From wealth planning and investment strategy to family office services, our team brings decades of combined experience to every relationship — serving entrepreneurs, executives, families, and foundations as they navigate the complexities of building and preserving wealth.
Managing Partner and Senior Wealth Advisor
Chris Nichols
Chris Nichols is the Founder, Managing Partner & Senior Wealth Advisor of Nichols Wealth Partners, a comprehensive wealth planning firm. He has been in the financial services industry for more than two decades and specializes in comprehensive wealth planning for high-net-worth clients. He has enjoyed…
Mitch is a CERTIFIED FINANCIAL PLANNER™ professional who provides comprehensive wealth management services designed to simplify complexity and preserve wealth across generations. He has a special focus on the sophisticated needs of HNW and UHNW clients, in areas that include estate and tax planning, investments,…
Keith is passionate about helping individuals and families navigate the complexities of financial decisions. After a successful career in retail business-to-business sales and finding success in his entrepreneurial endeavors, Keith transitioned into wealth management, seeking a more people-focused career. He thrives on building deep relationships…
Raffaella has years of experience in planning large and small events and loves the great experiences that are created by bringing people together, whether for fun or for educational purposes. She thrives on multitasking and is extremely organized. The mother of four stepped back from…
Tom is a visionary wealth manager, executive, and entrepreneur who has spent more than three decades building one of the country’s pre-eminent wealth management organizations, comprised of two independent RIAs, multiple wealth management firms, various alternative investment funds, co-investment fund and other privileged investment initiatives…