My goal is to develop a long-term, trusting relationship with you.
About St. George Wealth
CFP®, CRPC®, CPFA, BFA
Nicholas St. George
Owner and Advisor - I have the privilege of overseeing and coordinating the financial futures of a select group of families, individuals and business owners. My passion lies in crafting personalized financial plans that empower you to define and achieve your goals. Whether it's building a robust budget, planning for retirement, or ensuring your investments reflect your aspirations, I'm here to guide you every step of the way.
Clients often tell me that what sets me apart isn't just my comprehensive financial acumen but also my approachable and warm personality. Standing tall, I bring a sense of stability and trustworthiness to every meeting. I like to say that I must be honest because I’m too slow to run and too big to hide—a little humor to lighten our discussions on serious financial matters.
My commitment to you goes beyond numbers and charts; it's about building a relationship where you feel completely supported in making informed decisions. With each interaction, I aim to provide not only expert advice but also a listening ear and a commitment to your lifelong financial well-being. Let's work together to turn your financial goals into realities.
My background is in compliance, but my finance journey began when I won a stock market game in grade school in Lincoln, Rhode Island. My grandparents gifted me a single share of Disney and IBM as a child, sparking my interest. I pursued my passion, earning a Finance degree from Bryant University and acquiring designations as a Chartered Retirement Planning Counselor℠ (CRPC®), a CERTIFIED FINANCIAL PLANNER™, a Certified Plan Fiduciary Advisor (CPFA), and a Behavioral Financial Advisor (BFA). I also hold series 4, 7, 24, 53, 63, and 66 licenses held through LPL Financials.
I live in Denver, NC, with my wife Kelly and our two children, Bo and Caroline. My children inspire my success and drive to provide them with a better childhood than my own. I aim to grow my business in the hope that one of them might choose to continue it. Outside of work, I enjoy playing golf and hockey, swimming, and deep-sea fishing.
My mission is to serve as your trusted guide through the complex landscape of financial emotions, providing not just support, but a path to understanding and empowerment. I offer a holistic approach to financial planning, ensuring each strategy is meticulously tailored to your unique circumstances and life goals. You'll receive comprehensive support, personalized planning, and an exceptional, direct experience without the intermediary of gatekeepers.
I am steadfast in my commitment to transparency, accessibility, and professionalism. These pillars underpin my three core principles: steadfast support through every life milestone, customized planning to meet your distinct needs, and dynamic, responsive service that elevates your entire financial management experience.
At the heart of our relationship is a foundation of trust, comfort, and reassurance. My role is to build your confidence in making financial decisions, providing compassionate and understanding navigation through each choice and challenge. Together, we will work towards securing your financial future, ensuring that your trust in me is both deserved and well-rewarded as we journey towards achieving your dreams.
Build trust and guide you to your goals.
Our Mission
It’s all about a partnership.
Investing is a journey best navigated together. As long-term, goal-focused, and plan-driven investors, we understand that adhering to our strategic plan promotes lifelong investment success. In contrast, reacting impulsively to market fluctuations often leads to less favorable outcomes. The past three years have vividly illustrated the unpredictability of markets and the economy, especially since the pandemic began, highlighting the importance of planning over predicting.
Our primary focus isn't just about outperforming benchmarks; it’s about ensuring that you are on a solid path to meet your personal goals. We define risk not as short-term volatility, but as the possibility of not achieving your long-term objectives. Our investment approach is designed to minimize this risk.
I value the opportunity to be your partner on this financial journey, committed to helping you navigate both the emotional and strategic aspects of your finances. Together, we will keep your path to success clear and well-guided.
Choose which method works best for you.
Costs and Fees
We understand that everyone has different needs, so they should be able to pay in the way that works best for them. While we do have different methods of charging, rest assured that Nick will always be working exclusively for your best interest.