
Aaron Nichols
Awards and Industry Recognition

Forbes
Welcome
ㅤ
If you have encountered a key crossroad in your financial life—selling a business, diversifying a concentrated position, preparing a timeline for retirement, or transferring wealth to the next generation—you know the value of practical experience. I believe my team and I have the insights and knowledge to guide high-net-worth and ultra-high-net-worth clients in navigating these decisions.
I have worked in wealth management since 1997. During that period, I sold a family business, heightening my ability to anticipate the issues involved. Business owners and entrepreneurs look to me and my team to orchestrate complex transactions—before, during, and after a liquidity event. I appreciate the time-sensitive nature of these transitions. Clients look to me for empathetic leadership and reliable advice, walking with them through inflection points in their lives and wealth.
An integrated perspective
When wealth takes on a certain scale, its complexity is not linear – it's exponential. My team and I are skilled at clarifying client goals and suggesting a more efficient path forward. We offer a tax-sensitive approach to investing, wealth transfer, and charitable giving. Creative thinkers, we enjoy designing innovative approaches to intricate issues, helping clients move forward with confidence.
Clients look to us for complementary offerings that reflect their hierarchy of objectives:
- Wealth planning
- Goals-based investment management
- Risk analysis and mitigation
- Pre-liquidity-event planning
- Generational wealth transfer
- Family engagement and governance
Enduring relationships built on trust
Client referrals are our primary source of new relationships—an honor that spurs our desire to exceed expectations. We believe clients appreciate the structure and organization we bring to their financial lives, as well as our heartfelt service ethic. We're gratified to have made a difference in people's lives for the better.
Our client relationships tend to be deep and enduring—often spanning multiple generations. Clients point to the perspective we provide, the confidence we inspire, and the resolve we demonstrate in pursuing their needs. We savor the opportunity to serve as a "safe harbor in the storm" during life's challenges. Many of our client relationships develop into lasting friendships—a dynamic that inspires our continuing enthusiasm for our work.
Meet Our Team
Insights

Why cash flow forecasting and succession planning matter
April 23, 2025As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read Now
Building tax-efficient equity exposure
April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read Now
Where will tariff rates settle? 3 scenarios explained
April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read Now
Debunking the top five sustainable investing myths
April 16, 2025Sustainable investing may help you achieve your financial goals while incorporating personal values. Despite its popularity, misconceptions still exist. Here’s the truth behind some of the most common sustainable investing myths.Read Now
When disaster strikes: How to give with intention and impact
April 16, 2025After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read Now
Building up: How we see infrastructure investment expanding
April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read Now
5 thoughts on the market’s tariff tantrum
April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read Now
U.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read Now
Planning techniques in a volatile market
April 7, 2025Estate planning may not be at the top of your mind during times of market volatility. However, careful consideration of the opportunities presented during a market decline, especially when interest rates are low, may help reduce taxes as well as assist in fulfilling estate planning goals.Read Now
Why cash flow forecasting and succession planning matter
April 23, 2025As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read Now
Building tax-efficient equity exposure
April 21, 2025We expect equities to deliver positive performance in 2025 – although we could see some volatility along the way. Learn how you can enhance your after-tax returns.Read Now
Where will tariff rates settle? 3 scenarios explained
April 17, 2025Amid rapid policy changes, we’re refining our views on global economies and markets.Read Now
Debunking the top five sustainable investing myths
April 16, 2025Sustainable investing may help you achieve your financial goals while incorporating personal values. Despite its popularity, misconceptions still exist. Here’s the truth behind some of the most common sustainable investing myths.Read Now
When disaster strikes: How to give with intention and impact
April 16, 2025After a disaster, it’s natural to want to take action. A short- and long-term disaster philanthropy strategy can ensure your gifts are given when most needed and have a lasting impact.Read Now
Building up: How we see infrastructure investment expanding
April 14, 2025We see a combination of surging demand and increasing public and private investment as potential positives for infrastructure assets.Read Now
5 thoughts on the market’s tariff tantrum
April 11, 2025The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.Read Now
U.S. adds 228K jobs in March amidst market volatility: How investors should read the numbers
April 7, 2025The March 2025 jobs report was stronger than expected, though the unemployment rate slightly ticked up. How might the Fed react and what does the data mean for investors?Read Now
Planning techniques in a volatile market
April 7, 2025Estate planning may not be at the top of your mind during times of market volatility. However, careful consideration of the opportunities presented during a market decline, especially when interest rates are low, may help reduce taxes as well as assist in fulfilling estate planning goals.Read Now