Smart Advice Client Focus
Nicholas is an Accredited Portfolio Management Advisor®, a designation he acquired which consists of a two-part process in which he expanded his expertise in analyzing investment policy statements, building portfolios, and making asset allocation decisions to include determining sell, hold and buy decisions within a client portfolio. He also achieved his Chartered Retirement Planning Counselor® designation, which focuses on pre-and post-retirement needs, asset management, estate planning and the entire retirement planning process using models and techniques derived from real client experience. Nick graduated from St. Anselm College in New Hampshire with a degree in business and a minor in accounting. At Saint Anselm, Nick was a member of their varsity Hockey team and donated much of his time to charitable work. Nicholas has been working in wealth management since 2012 and recently joined Weston in June, 2018.
Form ADV Part 2B Brochure Supplement [PDF]
Washington Trust Wealth Management
News & Resources
Washington Trust is a registered trademark, and the "W" logo and Washington Trust Wealth Management are trademarks of The Washington Trust Company.
Weston Financial and Halsey Associates are subsidiaries of The Washington Trust Company.
Not FDIC Insured | No Bank Guarantee | May Lose Value | Not a Deposit | Not Insured by any Federal Government Agency