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About Us

Welcome to

Asset Guidance Group, LLC,

a registered investment advisor!

Planning for retirement can be overwhelming. At Asset Guidance Group, LLC, we're here to guide you every step of the way. Our personalized, comprehensive strategies are designed to secure your financial future. Whether you're an entrepreneur, a family, or an individual, our expert fiduciary advisors provide the best retirement investments, tailored financial advice, and a clear path to your goals.

We offer a broad range of financial services, including investment design, tax preparation, asset management, stock selection and trading, and portfolio performance optimization. Trust us to help you achieve financial security and peace of mind.

Your Trusted Partner in Holistic Retirement Planning and Fiduciary Financial Advisory Services

Sunrise Over Narragansett Bay

Our Mission

At Asset Guidance Group, LLC, our mission is to provide personalized, comprehensive retirement planning and fiduciary financial advisory services that empower our clients to achieve financial security and peace of mind.

Lighthouse at Warwick Neck, RI

Our Story

Founded by Wallace R. Nichols, MBA, JD, CFP, we started with a vision to help small business owners, families, and individuals navigate the complexities of retirement planning. From our humble beginnings, we've grown to become a trusted advisor for clients seeking tax-efficient, tailored financial solutions. Watch the video to hear the rest of the story:

 

Warwick Neck Coast Guard View

Our Team

Meet our dedicated team of experts by clicking the link on each member's name:

Sailing Up Narragansett Bay

Our Values

We are guided by integrity, transparency, and a commitment to excellence. Our client-centric approach ensures that your best interests are always our top priority.

Trawler on Narragansett

What We Offer

We specialize in comprehensive retirement planning, investment management, and tax optimization strategies. Our holistic approach covers all aspects of your financial life, ensuring a secure and prosperous retirement. Trust us to help you achieve financial security and peace of mind.

Black Sails on Narragansett Bay

Community Impact

At Asset Guidance Group, LLC, we believe in giving back. We are actively involved in community initiatives and support various charitable organizations. We created our own 501(c)(3) charitable organization, Center for Holistic Education in Retirement Planning ("CHERP") to foster better, non-sales-focused, and more holistic, presentations to better educate the general public about retirement planning. Click Here to Learn More About CHERP.

Sunrise on Narragansett w Clouds

Our Future

Looking ahead, we aim to expand our services and continue innovating to provide the best financial solutions for our clients.

AUTHORED WORKS
 

Books, Whitepapers, and Other Works We've Authored

Awards

  • Best Father - by Ashlea Nichols 2021
  • The National Association of Experts, Writers & Speakers 2016 Media & Communications EXPY for the Brian Tracy Show
  • National Academy of Best-Selling Authors Best-Sellers Quill 2016 for Masters of Success
  • Hollywood Live with Jack Canfield 2016

2015 -

2021

  • Pack a Sweater
  • Masters of Success (Collaborative)
  • Advanced Medicaid: Asset Planning, Hearings, Appeals (NBI)
  • New Medicaid Rules, Requirements & Changes--Are You Ready?
  • The Four Ts of the Retirement Apocalypse
  • Protecting Assets While Qualifying for Medicaid (NBI)
  • Medicaid Planning: Helping Clients Afford Nursing Home Care (NBI)
  • Elder Law: Top Challenges
PARTNERS
 

Our Custodian and Back-Office Money Managers & Analysts

Asset Guidance Group, LLC, has selected Charles Schwab & Co., Inc. as primary custodian for our clients’ accounts. 

Join Us On This Journey!

Join Us On This Journey

Interested in learning more about how we can help you achieve your financial goals? Contact Us Today by completing this form or follow us on social media to stay updated on our latest insights and offerings.

Contact Information

Email: info@assetguidancegroup.com | Phone: 404-348-4120 | Address: 1875 Old Alabama Road, Suite 645, Roswell, GA 30076-2264

 

We'll Find a Way to Win for You...

If You'll Let Us!