Nicholas A. Silva
Nick is a comprehensive financial planner and personal finance professional for business owners, doctors, dentists, and other professionals. His areas of focus include wealth management, retirement planning, estate planning, investment planning, education planning, business executive benefits, and business succession planning.
Nick’s mission is to fully understand the unique needs and goals of his clients, and position himself as their most valuable and trustworthy financial resource. To accomplish this, Nick and his team emphasize ongoing service and ongoing client education. They take pride in offering independent advice.
With nearly 10 years of experience in financial services, Nick values the long term relationships he has developed with clients and other professionals. His professional network allows him to be more resourceful – fostering his continuous pursuit to add value for clients.
Nick’s process includes a few simple steps: 1) actively listening to clients to make sure he fully understands what and who is important to them, 2) a thorough analysis of their situation, and 3) a presentation of the most efficient plan including a clear and simple summary of recommendations. After this, the next steps are implementation followed by ongoing education and guidance.
Nick’s passion to educate and help everyone make better decisions with their money resulted in his free financial planning commentary titled “My Two Cents.” My Two Cents is published monthly with the intention of arming readers with knowledge and information on general topics in an effort to help enhance decision-making – whether they are a new parent, a business owner, a recent college grad, a retiree, a high net worth individual, a high finance professional, or just a curious person.
Outside of his financial planning practice, Nick enjoys playing golf and basketball, reading financial and behavioral literature, and weight training. Nick is also a car enthusiast.
To learn more about Nick and how he and his team may be of service to your business or family, He invites you to connect with him on LinkedIn or visit his website at www.NicholasAsilva.com. Also, his financial planning commentary can be found at http://www.nicholasasilva.com/.13.htm .