Overview

Donald W. Nicholson & Associates, Ltd.

Information by Research TrustFinance

https://www.dwnicholson.com/

Founded in 1988 by Don Nicholson, Donald W. Nicholson & Associates, Ltd. is a boutique investment counseling firm dedicated to serving high-net-worth individuals, families, foundations, and endowments. The firm's mission is to offer clients a high level of expertise in a personalized setting, focusing on long-term investment strategies and customized portfolio management. They operate on a fee-only basis to ensure their interests are aligned with their clients', acting as a fiduciary to provide objective financial guidance and stewardship of assets.

Founded in
United States

United States


Industry

    Financial

  • Wealth ManagementPRIMARY
  • Other Service