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Nicholas C

Series 65

Stuart, FL

Ralicki Wealth Management & Trust Services

Nicholas Christensen is a financial advisor at Ralicki Wealth Management & Trust Services with 10 years of experience at the firm and two years in the industry. He holds a Series 65 designation. Prior to his advisory role, he worked briefly in education and the restaurant industry. Ralicki Wealth Management & Trust Services is an SEC-registered adviser serving individual and high-net-worth clients, as well as retirement plan sponsors. The firm employs a manager-of-managers approach, using third-party money managers and SMA/platform solutions rather than actively trading individual securities.

Social Security optimization Retirement plans for business owners (SEP, solo 401k) Trust structures (GRAT, IDGT, revocable) Founder/Business Owner Retired
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David R

Series 65

Stuart, FL

Ralicki Wealth Management & Trust Services

David Ralicki is a financial advisor at Ralicki Wealth Management & Trust Services in Stuart, FL, holding a Series 65 designation with 15 years of industry experience. He has been with Ralicki Wealth Management & Trust since 2007. The firm provides investment supervisory services, financial planning, pension consulting, and limited trust services to high-net-worth individuals and pension/profit-sharing plan clients. Ralicki Wealth Management operates as a manager-of-managers, selecting and monitoring third-party money managers and SMA platforms to execute client investment strategies.

Social Security optimization Retirement plans for business owners (SEP, solo 401k) Trust structures (GRAT, IDGT, revocable) Founder/Business Owner Retired
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David R

Series 65

Stuart, FL

Ralicki Wealth Management & Trust Services

David Ralicki is a financial advisor at Ralicki Wealth Management & Trust Services in Stuart, FL, holding a Series 65 designation with 24 years of industry experience. He has been with Ralicki Wealth Management & Trust Services since 2006. Ralicki Wealth Management & Trust Services provides investment supervisory services, financial planning, pension consulting, and limited trust services primarily to high-net-worth individuals and pension/profit-sharing plan clients. The firm operates as a manager-of-managers, selecting and monitoring third-party money managers to execute investment decisions on behalf of clients.

Social Security optimization Retirement plans for business owners (SEP, solo 401k) Trust structures (GRAT, IDGT, revocable) Founder/Business Owner Retired
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