Nik Pry is committed to building lasting, meaningful relationships with clients through personalized financial planning. He meets you where you are. Every situation is unique, and his goal is to create a plan that puts you and your money in the best position to succeed long term. Every dollar should have a purpose and work as hard as you do.
Nik and his team focus on managing and preserving wealth for you and your family. Throughout the process, they factor in your investing experience, return expectations, risk tolerance, and performance to build strategies tailored to your goals.
See examples below of how Nik and his team have helped individuals and families navigate their financial picture.
Who Do We Work With?
- Sudden Wealth – Planning for Professional/ College Athletes
- Sudden Wealth – How do I steward my inheritance well?
- Overall Portfolio Breakdown – I DIY’d for years but life has grown & I feel overwhelmed
- Retirement Planning – How do I know if/ when I can retire?
- Retirement Planning – Maximizing your cash flow in retirement
- Employee Stock Options – I have held my company stock for years, it grew a lot, now what?
- Employee stock Options – Starting at a new company, what does this all mean?
- Business Planning – Ready to sell my business soon, how to plan for and maximize the moment
- Business Planning – Ready to buy a business / practice, do this
- Education Planning – New Child/ grandchild
- Education Planning – Overfunded a 529, Now What?
- Estate / Charitable Strategies – Finding the best fit
Nik Pry is registered with the Financial Industry Regulatory Authority (FINRA) to offer securities and advisory services to clients who reside in Arizona, Florida, Georgia, Illinois, Maine, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia and Washington. He is licensed to offer insurance and annuity products to residents in Illinois and North Carolina.