Intelligence, Illuminated.
The light is modern. The keeper is human.
We use AI to check our work, keep careful records, and put your plan in plain English. Wally and Jarod stay in charge.
Free. No obligation. Talk with Wally or Jarod, not a call center.
Asset Guidance Group, LLC · Roswell, Georgia
Every lighthouse needs a keeper.
The best light in the world still needs someone watching it. That's how we use AI.
What AI helps us do
- Build and test the software we use for plans and accounts.
- Double-check the math in your plan and your fees.
- Turn your plan into plain English.
- Review our letters and marketing for compliance.
- Keep a dated record of the work.
What stays human
- Getting to know you and your goals.
- Wally reviews our plans and letters.
- AI does not make investment decisions for your account.
- When you call, you talk to Wally or Jarod, not a chatbot.
AI can make mistakes. That's why a person checks its work. AI tools help with our operations and writing. They do not make investment decisions, and they can't promise results.
What we do
Retirement planning.
We look at your whole life: your income, your taxes, your health and your estate. Then we write a plan in plain English.
Investment management.
We manage your investments to fit your plan. Your money is held at an independent custodian, not by us.
Estate planning and tax returns.
Wally is an attorney. He provides estate-planning legal services to AGG clients. He also prepares tax returns.
Your retirement should fit you. Not come off a rack.
Every new retirement client starts with a plan. We build it first. Then we match your money to it.
Measured first. Then built. Then fitted.
We measure.
Before we talk about investments, we look at your whole life. Your income. Your taxes. Your health. Your estate. What you want to leave behind.
We build your plan.
Your plan tells us what your money needs to do to reach your goals. It's written down, in plain English. You keep it.
We fit your portfolio to the plan.
Then we match your investments to the plan, not the other way around. When your life changes, the plan changes, and the portfolio follows.
Clients with similar plans may share a portfolio, for efficiency. The fit comes from your plan.
A father and son. Not a call center.
Wallace R. Nichols, MBA, JD, CFP®
Chief Investment Officer (CIO) & Chief Compliance Officer (CCO)
Wally has worked in accounting, law and investing since 1984, with a master's in statistics. He founded Asset Guidance Group in Roswell, Georgia.
Jarod W. Nichols
Client Relations Manager & Investment Adviser Representative
Jarod is Wally's son. He works with clients day to day.
When you work with us, you can work with both of us.
Look us up. You can check Wally's and Jarod's records at adviserinfo.sec.gov. Your money is held at an independent custodian, not by us. You can see your account at the custodian, and your statements come straight from the custodian.
Contact us
Office: 1875 Old Alabama Road, Suite 645, Roswell, GA 30076
Phone: 404-348-4120
Email: [email protected]
We meet in person or by video.
Let's start by measuring.
Book a free 20-minute callOr call us: 404-348-4120
Illuminating. Charting. Navigating.