Nicholas D. Waddell

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Wise and informed wealth management

Customized, conservative wealth management

We have earned the trust of affluent families by placing capital preservation above all else and taking a conservative, reasonable, long-term approach to wealth enhancement.

Many of our clients are nearing or enjoying retirement and drawing upon their assets to provide a structured income stream. Many others are working professionals who are accumulating sizeable nest eggs and establishing holding companies, and want to conserve and build upon these assets for the future.

It is our absolute priority to preserve the capital and confidence that have been entrusted to us.
 

 

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Market Research

Insights

Get the latest market insights and trends from our internal research experts.

Market Ethos - 9 November 2026

Drowning out the political noise

It appears the size of the blue wave defused a number of risks, and markets reacted positively for a day. Then the blue wave turned markets red. Or did it?

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Investor Strategy - November 2026

Stickhandling the headwinds

While November and December are often positive months, they may prove to be challenging this year. It has been a wild year already, which is likely to continue.

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Tax & Estate Planning

Strategies

Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.

Estate planning

2026 year-end tax planning checklist

Effective wealth planning takes place throughout the year.

Take key tax-planning steps before the end of the year to make a positive impact on your overall finances.

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