与我们会面

与我们的顾问交流，了解 NWM 如何为您提供最佳的帮助。

您的信息

非常感谢您的关注。请向我们提供一些您的个人信息，以便我们与您联系，安排会谈时间。

投资情况概要

High income investors with less than $1-million of investable assets are considered on a case-by-case basis at the Advisors’ discretion if there is a reasonable expectation of attaining the minimum threshold in the foreseeable future.

低于 100 万美元

$1-million to $3-million

$3-million to $5-million

$5-million to $10-million

$10-million to $15-million

Over $15-million

Interests

What are your biggest concerns?

Growing and Preserving Capital

Tax and Estate Planning

Intergenerational Wealth

Philanthropy

Insurance Strategies

其他

Please let us know what your interest is:

一天中联系您的最佳时段是何时？

您希望我们通过电话还是电子邮件与您联系？

电话电子邮件地址

How did you hear about Nicola Wealth?

What specific event or seminar drew you to Nicola Wealth?

If you were referred to the firm by an existing client or Nicola Wealth Advisor, please provide their name?

If you heard about Nicola Wealth through a way not listed, can you please specify?

I would like to receive Nicola Wealth's newsletter so that I can be informed and aided on how I can reach my financial goals.

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