Five Star Wealth Manager1 2017, 2018, 2019, 2020, 2021, 2022 – recognized in Forbes Magazine, the Wall Street Journal, and Boston Magazine
Five Star 40 under 40 Wealth Managers1 award winner 2020 – recognized in Fortune Magazine
Nick grew up in Massachusetts and continues to reside there with his beautiful wife, Alyssa, and their two amazing children Nicholas and Emerson.
Nick began his financial planning career in 2009, immediately after graduating cum laude from Bentley University with a major in Economics and Finance. Throughout his 14 year career, he has built amazing relationships with clients, members of his professional network, and centers of influence. He feels extremely fortunate to be in a position to help people lower stress, free up time, and live more fulfilling lives through sound financial planning and smarter money decisions.
His fascination and passion for economics and finance all started through an economics course back during his high school years at St. John's Prep, and continued to grow throughout his college years at Bentley University, which is what led to his chosen major in Economics and Finance. His educational background and hunger to learn more helped him jump start his career in financial services right out of college.
Over the years, with the help of his team, ProWealth has grown into a full-service, comprehensive financial planning practice helping clients achieve better lives through better money decisions.
Outside of financial services, here are some personal and fun facts about Nick:
He is proud to serve on the board of the Boys & Girls Club of Greater Salem. This hits close to home as he was also a youth member of this club as a child and a volunteer worker as a teenager.
He participates in and helps organize charitable basketball tournaments.
His family is extremely important to him. He cherishes spending down time with his kids and wife, and enjoys playing competitive yard games with their large extended family.
Although he played lacrosse at Bentley University, basketball is his favorite sport. He continues to play competitively in men's leagues and tournaments across the state. (He is 6'4 and good if you ever need an extra player)
He enjoys golf, but admittedly needs to work on his game. He says it is a slow but steady work in progress.
He loves to eat and loves to work out, luckily those things complement each other when done correctly.
At ProWealth, Nick’s specific focus is helping physicians, business owners, athletes and executives clarify and achieve their ideal lifestyles, both now and in retirement, through ongoing financial guidance.