Wesley R. Nicholson

Wesley R. Nicholson

Wesley R. Nicholson, CFP®, AIF®

President

PITWM17_WesleyNicholson_1634_1 5 Star Emblem b (002)
 

 

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 3 adult children who have started on their own professional careers. Wes is especially proud of his two daughters who have already successfully launched their own businesses and his son who 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. 

 
*Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 1,064 Pittsburgh wealth managers were considered for the award; 423 (40 percent of candidates) were named  2016 Five Star Wealth Managers.  (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.