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Nicholas D
Series 66
Portsmouth, NH
Drew Wealth Management
Nicholas Drew is the sole advisor at Drew Wealth Management, an independent, fee-only advisory firm based in Portsmouth, NH. He holds a Series 66 designation and has 17 years of industry experience, including roles at Fidelity and Edward Jones. Drew Wealth Management provides wealth management and comprehensive financial planning services to individuals and high-net-worth clients. The firm manages approximately $102 million in discretionary assets for about 81 clients, offering customized asset allocation and portfolio construction using a blend of fundamental and technical analysis, modern portfolio theory, and a mix of passive and active investment vehicles. It employs outside managers and uses a sub-advisory arrangement with 55ip to implement certain BlackRock model portfolios and automated tax-loss harvesting.
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