Wealth Management Advisor
Joining The Peters Group in 2012, Nick serves two primary roles. As the team's dedicated Wealth Management Advisor, he provides analysis and wealth management strategy recommendations for individuals and families. Nick is also the team's primary advisor for clients approaching and in retirement. He works to create diversification of income sources and positions assets appropriately, with the objective of helping to minimize the ups and downs of the stock market and providing consistent cash flow for a lifetime.
Nick grew up in Newton, MA, spending summers on Cape Cod as a child. Following two of his uncles, he went to Catholic Memorial High School in West Roxbury, where he was a member of the Varsity Baseball and Basketball teams. Nick received a Bachelor’s Degree in economics from Assumption College in Worcester, MA, while on a scholarship pitching for the varsity baseball team. His love of sports led to coaching youth basketball and baseball. Nick enjoys cooking and wood working also manages to spend as much time as possible on Cape Cod, especially in the warm months, where he enjoys spending time outdoors, being on the water, clamming and, most importantly, fishing with his father and friends.
"Over the course of more than four decades, my father has built a large, successful business, far surpassing his dreams. Now, it is my privilege to join my father and financially guide our clients, many of whom have become close friends of our family. It's an honor to provide an impact on their lives which goes far beyond providing financial freedom and prosperity."
Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian. AR Insurance License #16291678.