Nicholas Weschler

Insurance Strategies, Business Owners, Retirement Income Planning, Retirement Strategies, College Funding Strategies, Charitable Giving, Group Benefits, Business Succession Planning, Risk Management Strategies, Estate Planning, Financial Education

English

When it comes to achieving financial wellness, Nick finds that many people just don’t know where to start. They recognize it's important and something they need to spend time on but don’t know what questions to ask or how to put all the pieces together. And that’s why Nick loves to do what he does.

Nick is driven by the ability to make an impact in the lives of his clients and their families. His priority is his client's well-being and helping them achieve their goals. He recognizes that everyone he works with are at different stages of their lives and have different resources to help them achieve their goals. Nick takes the time to learn about their current situation, their goals, and dreams, their challenges, what scares them, and what excites them. It’s through these conversations that Nick and his clients are able to create a tailored financial strategy that can help them to achieve their unique goals. 

Nick and his family love being active. From golf to triathlons, there aren’t many sports Nick doesn't enjoy. When he’s not at the gym or training, you can find Nick and his wife shuttling their kids from dance classes and soccer practices to swimming lessons and baseball games.

Nick graduated from Indiana University of Pennsylvania with a bachelor's degree in psychology and earned his Masters in clinical psychology from Chestnut Hill College. He has his life and health licenses and holds the FINRA SIE, Series 6, and Series 63 registrations.

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CRN202603- 4109546

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