Meet Our Partners
After a 20 year business relationship; 2 great teams have come together to form a powerful alliance. Together we are the Private Asset Management Group. This alliance expands our Investment Banking and High-End Estate Planning services & expertise.

Private Asset Management Partners
William Nicholson
Managing Director
Bill provides investment advice to some of the country’s wealthiest families. Over the course of his career, he has made his mark for cutting-edge advances in managing and preserving wealth and is considered one of the foremost...
Kimberly Wall
Senior Client Specialist
Kim is Private Asset Management’s Director of Client Services. She is responsible for ensuring a top-flight client experience through management of all operational and service initiatives for the team. Kim has 35 years of investment...
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.