About Wallace R Nichols

MBA, JD, CFP® Professional, Founder & Principal of Asset Guidance Group, LLC

WR Nichols Standing Fiduciary financial advisors offering holistic planning, retirement strategies, and customized financial advice.

Wallace R Nichols, JD, MBA, CFP® Professional

I’ve spent over 15 years actively trading securities, including stocks, bonds, and derivatives, developing sophisticated strategies that have helped my clients grow and protect their wealth. As a Certified Financial Planner™ professional, I specialize in creating and applying tailored strategies like StormBeacon for growth-focused investors and BeaconGuard for those who prioritize stability and wealth protection. These strategies are designed to balance risk and reward, giving my clients the confidence to pursue their financial goals with peace of mind.

With an MBA in statistical financial forecasting and over 30 years of combined experience in financial planning and law, I’ve built a career around delivering proactive, data-driven investment solutions. My journey started with Time Magazine recognizing my work in financial forecasting for major corporations, and today, I lead Asset Guidance Group, LLC, where I apply these same principles to managing portfolios for individuals and families.

As a principal of Asset Guidance Group, I am licensed to trade securities with FINRA Series 7 and 66 qualifications and bring a broad range of legal and financial expertise to my work. In addition to my role as an investment advisor, I’ve also practiced law for over 30 years, with a focus on estate planning. This legal background, combined with my financial planning credentials, allows me to offer a comprehensive approach to wealth management, incorporating both investment strategy and estate planning.

My work is rooted in a commitment to my clients' best interests. As a true fiduciary financial advisor, I apply my knowledge to help clients protect their assets, navigate market volatility, and achieve long-term financial success. Whether it’s through personalized strategies or helping clients understand the complex relationship between tax planning, estate law, and retirement planning, I bring a holistic approach to every client relationship.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.