By Nicholas Efthemis, CFP®, CRPS®
The last two years have been marked by unprecedented events and have led to a growing uncertainty for the future. Thankfully, as one of our clients, you no longer need to lose sleep over scary headlines about inflation or supply chain issues because we have your back. We prepare and strategize to help ensure your personal finances are in the best shape to help minimize the impacts of global events.
Even if you’re not stressed, that doesn’t mean it’s not important to find an advisor you can trust and work with to help strategize your finances and plan for a bright future. At Emergent Wealth Advisors, our job is to help you live life to the fullest. No matter what happens or what questions you have, you can always count on us.
Do your friends, family, and coworkers have this same kind of support system?
We’re Here to Help
That’s why we’d like to remind you that we’re here—not just for you, but also for your friends and family. We place the utmost value on our clients, and we greatly appreciate the opportunity to serve the important people in their lives as well. We gladly welcome the chance to connect and get to know new clients who may benefit from the services we provide.
We believe the best way to accomplish your goals is to partner with a trusted professional who can create a financial plan tailored to your unique needs and provide goal-oriented advice to help you live your life to the fullest.
The truth is, we love working with clients like you. Do you know someone similar to you who may benefit from our caring and knowledgeable guidance as they pursue their financial goals, or someone who needs an accountability partner to help them stay on track? Reach out to me at (716) 828-8390 or email nick@emergentwa.com with your referral or have them contact me directly. We’d be happy to get them started with a no-obligation conversation about their financial goals.
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.