NICHOLAS WEALTH MANAGEMENT

Downloadable publications, namely, newsletters, checklists, workbooks, reference guides, and reports in the fields of wealth management, financial planning, retirement, income planning, investment planning, tax planning, health care cost planning, and legacy and estate planning

Wealth management services; investment management services; investment consultation services; financial planning services; financial administration of investment accounts; financial planning services in the field of income planning, investment planning, tax planning, health care cost planning, and legacy and estate planning

Educational services, namely, providing workshops, seminars, webinars and classes in the fields of wealth management, financial planning, retirement, income planning, investment planning, tax planning, health care cost planning, and legacy and estate planning and distribution of educational materials in connection therewith