History
Donald W. Nicholson & Associates, Ltd. specializes in wealth management, retirement planning and comprehensive financial planning. Our philosophy takes a Holistic approach, looking at all aspects of a client's personal life and financial needs to create a custom-tailored financial plan. This plan is the blueprint to the client/planner relationship. We also emphasize working with a team of professionals who specialize in their respective fields.
Specialties
Donald W. Nicholson & Associates, Ltd. serves the financial needs of individuals and small businesses. We provide financial advice to a wide range of clientele. Second and third generation clients are now coming through our office. It is very rewarding to give advice to the children of long standing clients who once received their advice as young investors themselves.