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Nicholas J Roewert, CWS®

Nicholas J Roewert, CWS®

Financial Planner

I specialize in dedicated, comprehensive financial planning, identifying key wealth management issues faced by my clients, and utilizing resources to pursue positive outcomes in wealth accumulation and generational wealth transfer.

Email me at or contact Milissa Mayer (Director of Client Services) to set up a phone call to determine if I might be able to help you navigate the challenges and opportunities you are facing.

I hold Securities Registrations Series 7 and 66.  Life & Health Insurance Licensed.  Certified Wealth Strategist.