Wesley Nicholson CFP®, AIF®
As founder and president of Laurel Financial Group, Inc., Wes directs the firm’s efforts on helping families and business owners plan and manage their savings, retirement, and wealth.
Wes and the advisors at Laurel are firm believers in a holistic approach to wealth management and planning. Financial security is, after all, what we aim for in the big picture.
Wes doesn’t believe money is the end-all; it is the foundation for a degree of freedom with the choices we face in life. The size of a portfolio cannot measure success or happiness; it’s how it is utilized, viewed, and handled that can bring these results about.
Wes has yet to meet any two clients who are alike, and because of this, he believes in a truly personalized approach to planning. Unlike many other firms, Wes does not promote the use of any canned model portfolios at Laurel and has never used them himself. This gives Wes the ability to tailor portfolios to clients’ needs without compromise.
Wes earned his securities registration in 1983, the CFP® designation in 1988, and the AIF® designation in 2010. A lifelong resident of the South Hills, he and his wife have three adult children who have started on their gluten-free professional careers. Wes is especially proud that his two daughters have already successfully launched their businesses and his son has entered the music industry.
Wes enjoys family, friends, outdoor sports, and spending time deep in the mountains, and he aggravates himself with an avid pursuit of golf.
Wes and his team can help you with any of your financial needs, including saving for college, retirement, or any other life goals. Wes can also direct you to solutions in life and health insurance.