Selecting a trusted financial partner to work with is one of the most important decisions you can make for your financial future. Whatever you hope to achieve, it’s our mission to simplify the complexities of your financial life so you can focus on what matters most.
So if these questions resonate with you…
Do you wonder if you are truly prepared for retirement?
Do you desire to create healthy financial habits and make informed financial decisions?
Do you want to find a way to stress less and enjoy life more?
…we are here with customized solutions for all your financial concerns.
We’re Here to Help Virtually
We offer a no-cost 30-minute consultation to help answer your questions, learn more about you, the people in your life, and what you want to achieve.
In our introductory session, we’ll discuss:
The things that worry you about your financial future
What your vision of retirement looks like
Solutions to your specific concerns
How our process and services can bring value to your financial life
Get Started Now
Schedule your free 30-minute introductory phone call today to take the first step toward the future you dream about.
You may also reach out to me at (716) 828-8390 or email nick@emergentwa.com.
About Nicholas
Nicholas Efthemis is wealth advisor and chief compliance officer at Emergent Wealth Advisors, a fiduciary financial advisory firm serving retirees and pre-retirees with customized financial planning solutions. Having worked in the financial industry since 1997, Nicholas has deep knowledge and experience in retirement, investment, and comprehensive planning strategies, coupled with an understanding of the hopes, needs, and goals his clients have for their future. He is dedicated to helping his clients find confidence in their financial situation through personalized advice and support that empowers them to make the best decisions for their lives.
Nick is a CERTIFIED FINANCIAL PLANNER™ and a Chartered Retirement Plans SpecialistSM professional. Outside of the office, Nicholas is an active member of his community, working with the SPCA and the Humane Society. In his free time, you can find him hiking or fishing with his family. If you want to learn more about Nicholas, connect with him on LinkedIn.