The Nicholson Financial Consulting Group of Wells Fargo Advisors has combined experience of over 38 years in investment portfolio management and client account administration. We currently manage over $190 million in client assets as of July 8, 2026.  Investing is complex and investors should have an experienced investment team to help them achieve their financial goals. Even the most intelligent consumers do not have the time to read financial journals, keep up with domestic and international markets, or properly construct their investment portfolios.

 

According to a Vanguard report “Assessing the Value of Advice” concluding in September 2019, individual investors who manage their own investments without professional guidance underperform over the last 30 years. Individual investors generally struggle with managing inflation and taxes, both of which may potentially reduce investment returns over time. Their portfolios often suffer from emotional decision-making, which may occur when investors manage their own retirement, savings, and college accounts without the benefit of expert advice from a professional advisor.

 

Our extensive experience and knowledge of financial markets allow us to individually tailor our clients' investment portfolios to each client's long-term goals and risk tolerance. We will help you to create and adhere to your personalized investment plan.  We can guide you toward investments that provide the potential to lower your portfolio risk while striving to achieve your target on your individual investment plan. Wells Fargo Advisors is not a legal or tax advisory firm, but we work with clients' tax advisors and attorneys to assist clients in reaching their financial objectives.

CA Insurance License #: 0I46330. Resident State: CA