Nicholson Wealth Management Group

John Wagner is a financial advisor at Nicholson Wealth Management Group with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Charles Schwab Bank and Charles Schwab & Co., Inc. from 2010 to 2024, as well as Select Health of South Carolina for one year. Nicholson Wealth Management Group provides discretionary and non-discretionary investment management and personalized financial planning to individuals, including high net worth clients, and institutional entities such as family offices, trusts, and foundations. The firm employs a tailored asset allocation process using mutual funds, ETFs, equities, bonds, and other instruments, managing portfolios with a long-term orientation while incorporating tactical strategies when appropriate.

Joseph Nicholson is a financial advisor with Nicholson Wealth Management Group in Charleston, SC, holding Series 63 and Series 65 licenses and 33 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network and related Wells Fargo entities from 2009 to 2023. Outside of his advisory role, he is co-owner of a real estate management business in Charleston. Nicholson Wealth Management Group provides discretionary and non-discretionary investment management and personalized financial planning to individuals, including high net worth clients, as well as institutional entities such as family offices and foundations. The firm manages portfolios using a tailored asset allocation process that incorporates fundamental and technical analysis, focusing primarily on mutual funds and ETFs while also considering equities, bonds, and REITs.