
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

Business succession planning: Building an effective team
June 3, 2025The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read Now
What is a living trust?
June 3, 2025You can create a trust while you’re living to help manage how your assets will be distributed after you pass away. Read how a living trust could help you protect your legacy.Read Now
The next chapter: Diving deeper into the tariff saga
May 30, 2025Tariffs are becoming just one of the many things driving markets. How might investors respond?Read Now
Where to invest cash to boost its yield
May 30, 2025Cash is essential to cover immediate expenses and emergencies, but yours may not be reaching its full potential. Learn how to make the most of your cash holdings.Read Now
How parents can create financially independent adults
May 27, 2025Education, communication and planning are key for successfully raising financially independent adults.Read Now
Finding opportunity in increasing deficits
May 23, 2025A new tax bill is poised to push the U.S. debt burden higher. Here’s what you can do to find opportunity.Read Now
J.P. Morgan Summer Reading List 2025
May 20, 2025Curiosity: it’s where transformation begins. Join us as we reflect on transformational ideas with J.P. Morgan’s Summer Reading List 2025.Read Now
Helping your parents retire: How to get started
May 19, 2025Ensuring your parent’s successful retirement starts with a successful conversation.Read Now
What’s on the horizon for the proposed House reconciliation bill?
May 16, 2025The proposed bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read Now
Business succession planning: Building an effective team
June 3, 2025The first step to a successful business succession plan is building an effective team of professionals. Here are some things to consider.Read Now
What is a living trust?
June 3, 2025You can create a trust while you’re living to help manage how your assets will be distributed after you pass away. Read how a living trust could help you protect your legacy.Read Now
The next chapter: Diving deeper into the tariff saga
May 30, 2025Tariffs are becoming just one of the many things driving markets. How might investors respond?Read Now
Where to invest cash to boost its yield
May 30, 2025Cash is essential to cover immediate expenses and emergencies, but yours may not be reaching its full potential. Learn how to make the most of your cash holdings.Read Now
How parents can create financially independent adults
May 27, 2025Education, communication and planning are key for successfully raising financially independent adults.Read Now
Finding opportunity in increasing deficits
May 23, 2025A new tax bill is poised to push the U.S. debt burden higher. Here’s what you can do to find opportunity.Read Now
J.P. Morgan Summer Reading List 2025
May 20, 2025Curiosity: it’s where transformation begins. Join us as we reflect on transformational ideas with J.P. Morgan’s Summer Reading List 2025.Read Now
Helping your parents retire: How to get started
May 19, 2025Ensuring your parent’s successful retirement starts with a successful conversation.Read Now
What’s on the horizon for the proposed House reconciliation bill?
May 16, 2025The proposed bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read Now