Nicholas Nicholson
,
Managing Director, Wealth Management Advisor
90 South E Street
Santa Rosa, CA 95404
707.575.6305
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Accessible, knowledgeable and experienced, I am committed to building and maintaining a strong relationship with you. I am passionate about what I do and I bring that passion to helping you and your family make what may be the most important financial decisions of your lives.
Profile

Nick Nicholson CIMA®, CFP®, CPWA®
Senior Vice President
Wealth Management Advisor

Nick is a founding member of The Nicholson Group and works with a collaborative, caring team who supports families with multigenerational wealth management. Because every client has specific financial and life goals, Nick helps them clearly answer a key question: What does their wealth mean to them? By working with clients of all ages-from grandparents to children--to understand what their financial lives mean to each family member, he helps them uphold strategic wealth management for generations.

A Financial Advisor since 1993, Nick understands how to navigate various market environments while implementing diligent processes that help clients pursue financial goals and prepare for retirement throughout their lives. He provides every client with a probability analysis to identify if they can retire when they desire and with the income they need. From there, he tailors personalized strategies with a strong focus on asset allocation and risk tolerance built specifically to address clients' unique financial lives. With the wealth management strategy in place, he tracks and rebalances clients' portfolios as needed, so they have relevant, appropriate strategies guiding them.

In every step, Nick remains dedicated to serving as the point of contact for clients' complete financial needs, such as providing access to lending services for business Owners to providing investment guidance across various portfolios. He is a CERTIFIED FINANCIAL PLANNER certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He also holds the Certified Investment Management Analyst® (CIMA®) and Certified Private Wealth Advisor® professional designations.

Outside of the office, Nick mentors’ younger financial advisors within the Firm and is a lifelong martial arts practitioner who teaches adults. As the son of Russian immigrants, Nick also speaks Russian fluently. He currently lives in Windsor with his wife, Lydia, and their three sons, Dimitri, Dominic, and Gabriel.

Recognition
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
Forbes "Best-in-State Wealth Advisors", 2024
(Published on April 3, 2024. Rankings based on data as of June 30, 2023.)
Click here to learn more about advisor recognitions
About Me
Welcome

My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®, CPWA® and Certified Private Wealth Advisor®. Use of CIMA®, and/or Certified Investment Management Analyst®, CPWA® and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for certification.
Nicholas Nicholson is registered to do business in AZ, CA, CO, GA, HI, ID, IL, IN, MA, MI, MN, NC, NV, NY, OR, PA, RI, TN, TX, UT, WA.