Nicolaysen Wealth Partners

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Nicolaysen Wealth Partners

Nicolaysen Wealth PartnersNicolaysen Wealth PartnersNicolaysen Wealth Partners

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About Us

Comprehensive Financial Planning

Since 2014, we have helped build tax efficient portfolios to meet our clients' long-term financial goals. Our Fiduciary Investment Advisors, Financial Planners, Affiliate Certified Public Accountants and Certified Financial Analysts build custom-tailored plans and then partner with clients to execute them.

Blueprinting

Although we rely on software to generate comprehensive risk analyses and historical reporting of portfolios, when it comes to retirement income planning and tax planning, nothing beats excel. We prides ourselves on our ability to build comprehensive excel models and then share them with our clients to ensure our plans are constantly up to date and customizable. Our excel templates are 8 years in the making and include everything from distribution amounts based on budget, to Social Security Taxation, Roth Conversions Analyses, IRMAA guidance and more.

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Copyright © 2021 Nicolaysen Wealth Partners - All Rights Reserved.


Nicolaysen Wealth Partners and Bryan Nicolaysen offer Investment advice through Brookwood Investment Group, 3930 E. Ray Road, Suite 155, Phoenix, AZ 85044 (“Brookwood”). Brookwood is an investment adviser registered with the Securities and Exchange Commission (“SEC”). Registration with the SEC should not be construed to imply that the SEC has approved or endorsed qualifications or the services Brookwood offers, or that its personnel possess a particular level of skill, expertise or training. Important information and disclosures related to Brookwood are available at https://www.brookwoodinvestmentgroup.com/disclosures . Additional information pertaining to Bryan Nicolaysen and/or Brookwood’s registration status, its business operations, services, fees and its current written disclosure statement is available on the SEC’s Investment Adviser public website at https://www.adviserinfo.sec.gov/. Brookwood Invesment Group and Nicolaysen Wealth Partners are independent of each other.


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