Helping You Get There

Firm Overview

At Nicholas Yrizarry Wealth Management Group, we are committed to helping our clients pursue and maintain the standard of living they desire during their careers and through their years of retirement.

We provide comprehensive solutions to managing finances. Our “Retirement Lifestyle Planning” process ensures that we are helping each client track toward their goals, so that they can continue living the life they love well past their working years.

Founded by Nicholas Yrizarry in 1998, the firm is committed to offering clients a holistic approach to wealth management that encompasses not just their financial planning, but also their life passions. We call it “finding your life/wealth balance.”

We take great pride in the firm’s professional reputation that is built on the foundation of our devoted and personable representatives. Our team is made up of highly professional individuals who support the mission of the firm by addressing the full spectrum of each client’s needs. We focus on retirement and wealth planning, investment management, tax management, risk management, estate conservation/legacy planning, budget/asset management and college funding. Our additional resources include professional money managers, attorneys, accountants and insurance professionals.