Aaron Nichols
Awards and Industry Recognition
Forbes
Welcome
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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
30 years of foresight: The 2026 J.P. Morgan Long-Term Capital Market Assumptions in focus
October 24, 2025Three decades of perspective, applied to today’s most pressing investment questions.Read Now
Beware the wash sale rule
October 23, 2025Tax-loss harvesting can help you offset capital gains, but only if you do it properly.Read Now
Helping your elderly and vulnerable loved ones avoid the scammers
October 23, 2025Elderly and vulnerable people are prime targets for cybercriminals and scammers. Have a conversation about how they can protect themselves today.Read Now
Losing a loved one: Tasks you may not want to delay
October 22, 2025During a difficult time, having a checklist of important tasks may help alleviate some of your stress.Read Now
What to do with inheritance money: Managing cash, securities and gifting strategies
October 21, 2025Things to consider when inheriting cash or securities, including tax rules, investment priorities and gifting options.Read Now
A shortage of supply: The housing market explained
October 17, 2025Buyers are on the sidelines, but home prices aren’t falling. We’re seeing greater opportunity in the rental market.Read Now
'Liberation Day' in retrospect: 6 things that surprised investors
October 10, 2025Recession fears multiplied in the wake of tariffs, but businesses and markets adapted. We break down what happened.Read Now
A historical look at Giving Season
October 9, 2025The end of the year, also called Giving Season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read Now
Estate planning for Indigenous Americans
October 9, 2025For Indigenous people in the U.S., estate planning can be particularly complex. Read on to learn how Indigenous Americans can approach estate planning.Read Now30 years of foresight: The 2026 J.P. Morgan Long-Term Capital Market Assumptions in focus
October 24, 2025Three decades of perspective, applied to today’s most pressing investment questions.Read NowBeware the wash sale rule
October 23, 2025Tax-loss harvesting can help you offset capital gains, but only if you do it properly.Read NowHelping your elderly and vulnerable loved ones avoid the scammers
October 23, 2025Elderly and vulnerable people are prime targets for cybercriminals and scammers. Have a conversation about how they can protect themselves today.Read NowLosing a loved one: Tasks you may not want to delay
October 22, 2025During a difficult time, having a checklist of important tasks may help alleviate some of your stress.Read NowWhat to do with inheritance money: Managing cash, securities and gifting strategies
October 21, 2025Things to consider when inheriting cash or securities, including tax rules, investment priorities and gifting options.Read NowA shortage of supply: The housing market explained
October 17, 2025Buyers are on the sidelines, but home prices aren’t falling. We’re seeing greater opportunity in the rental market.Read Now'Liberation Day' in retrospect: 6 things that surprised investors
October 10, 2025Recession fears multiplied in the wake of tariffs, but businesses and markets adapted. We break down what happened.Read NowA historical look at Giving Season
October 9, 2025The end of the year, also called Giving Season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read NowEstate planning for Indigenous Americans
October 9, 2025For Indigenous people in the U.S., estate planning can be particularly complex. Read on to learn how Indigenous Americans can approach estate planning.Read Now