With over 25 years of experience in the finance industry, Scott Nicholson is a seasoned licensed wealth advisor at Pinnacle Trail Wealth Management. His commitment to helping clients pursue their financial goals and plan for their futures has been unwavering throughout his career.
Originally from Bloomington, Minnesota, Scott pursued his passion for numbers and investing by studying math and finance at the University of Wisconsin Riverfalls. This led him to a fulfilling career in finance where he could combine his love for numbers with his desire to assist others.
At Pinnacle Trail Wealth Management, Scott provides a comprehensive range of services including financial planning, wealth management, business planning strategies, tax strategies, employer plans, and estate planning. He prides himself on building strong relationships with clients, treating them like family and friends, and prioritizing their best interests.
Scott's dedication as a wealth advisor lies in simplifying complex financial concepts for his clients. He takes the time to explain intricate ideas in easy-to-understand terms, empowering clients to make informed decisions about their financial future. Whether it's helping with business sales, income planning, generational wealth, or purpose-driven financial planning, Scott is committed to guiding clients towards success.
In his free time, Scott enjoys spending time with his wife, Kristen, and their two children, Cole and Brady. He is an avid golfer and sports enthusiast, and he is also passionate about giving back to his local community. Scott has been actively involved in various organizations, such as Feed My Starving Children, Lutheran church boards, and community sports associations, throughout his career.
Scott finds true excitement in his job by meeting with clients and positively impacting their financial journeys. He looks forward to using his expertise at Pinnacle Trail Wealth Management to create meaningful connections with clients and assist them in pursuing their financial goals.