Experience. Advice. Collaboration.

Planning for your family’s entire financial needs

Nicholson Team

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

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Your primary source for financial advice

We are here to provide quality strategies customized to your needs. We concentrate on developing long-term relationships through a commitment to quality client service. You can rely on our personalized advice, first-class solutions, and extensive wealth management experience.

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    Shaun P. Nicholson, CFP

    Managing Director–Wealth Management

    Financial Advisor

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    Debbi J. Lents

    Senior Client Service Associate

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    Christy L. Derham

    Senior Client Service Associate

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    Cora S. Nicholson

    Client Service Associate

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    Joshua D. Pfeiffer

    Client Service Associate

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Investors aren't panicking …

UBS Investor Watch

Keeping up with the latest insights can give you great ideas for making the most of your wealth. That's where UBS Investor Watch comes in, bringing you the views of investors around the world. Explore our reports and see how they might help you reach your goals.

Want fresh insights into what matters most to you?

Download the full report

A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

investments

Investment Management

Retirement planning

Retirement planning

Estate planning strategies

Estate planning strategies

Backed by the strength of UBS

A global leader in wealth management

$3.1 trillion

In invested assets globally 
As of 03/31/2021

51 countries

Our global footprint

Global leader

UBS is the world's largest wealth manager
ADV Rating: as of 06/30/2020