Financial planning and beyond

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.


Nicholas Bollas

Senior Vice President–Wealth Management

Nicholas Bollas is a financial professional with over 20 years of industry experience.  Nick focuses on offering a complete and personalized wealth management experience assisting his clients in defining and achieving their financial goals.  He implements a comprehensive plan for each relationship overseeing a broad spectrum of services including financial and estate planning strategies, investment management and lending. Nick's holistic approach includes a detailed financial review, development of a plan to meet financial objectives while mitigating risk, performing ongoing monitoring, review, and follow-up.  This framework allows Nick to optimize his clients’ financial opportunities and to address their unique concerns.  He builds strong bonds and places high value on establishing long-term connections with clients, colleagues and friends. 

Outside of his career, Nick is very involved with his children, rarely having missed a sporting event or a musical performance.  He also enjoys competitive golf, and is a part of several club and league committees.  Nick served as a volunteer supervisor at the 2022 U.S. Open. 


Registered States:
  • AL
  • CA
  • CT
  • FL
  • GA
  • MA
  • ME
  • NH
  • NY
  • RI
  • VT


  • Portfolio Manager
55 William Street
3rd Floor
Wellesley, MA 02481
  • (781) 446-8977

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