Nicolaysen Wealth Partners
Guiding Your Wealth with Confidence and Clarity.
Personalized financial planning and investment strategies to help you grow, protect, and enjoy your wealth—today and for generations to come.
Bryan Nicolaysen began his career as a Financial Planner with a focus on advanced tax strategies and comprehensive wealth planning. Through his strategic partnerships with Brookwood Investment Group and One Resource Group, Bryan is committed to delivering a high level of fundamental and tactical investment planning, along with long-term tax planning solutions tailored to his clients’ needs.
Our Services
01
Comprehensive Financial Planning
Our team of Fiduciary Investment Advisors, Financial Planners, CPAs, and Chartered Financial Analysts collaborates to create personalized strategies—and partners with each client to guide execution every step of the way.
02
Investment Advisory Services
Our open-architecture platform supports a wide range of investments—equities, bonds, ETFs, mutual funds, structured products, private funds, and options strategies. We use technical indicators to help manage risk and respond to major market shifts.
03
Tax Planning
We understand how future tax changes can impact long-term wealth. That’s why our financial plans include proactive strategies to help minimize future tax burdens. We collaborate closely with CPAs and tax attorneys to tailor each approach to the client’s unique situation.
Your Questions, Answered
How do you create a financial plan that’s right for me?
We start by understanding your unique goals, risk tolerance, and financial situation. Then, our team builds a personalized plan combining investment strategies, tax planning, and risk management—guiding you every step of the way to help achieve your long-term objectives.
How do you help protect my wealth during market downturns?
We use diversified, tax-efficient portfolios and multiple risk management techniques, including technical indicators and regular portfolio reviews. This proactive approach aims to preserve your capital and position you for growth, even in volatile markets.
What ongoing support can I expect from Nicolaysen?
Our relationship goes beyond initial planning. We provide continuous monitoring, regular updates, and adapt your plan as life changes. Plus, we collaborate with your CPAs and legal advisors to ensure all aspects of your financial life work together seamlessly.
Guiding Your Wealth with Confidence and Clarity.
Ready to take control of your financial future?
Get in touch for a complimentary consultation and learn how our personalized wealth management strategies can help you achieve your goals with confidence.
