Michael Nicolai
Associate Private Wealth Advisor and Chief Operating Officer at Verity Wealth Partners - Northwestern Mutual Private Client Group.
- Role
- Associate Private Wealth Advisor at Northwestern Mutual
- Location
- Indianapolis, IN, US
- LinkedIn followers
- 500 followers
About Michael Nicolai
Life Outcomes > Returns When it comes to financial planning, I believe in life outcomes over returns. That’s why I’m committed to helping others create better outcomes with greater peace of mind. At Verity Wealth Partners, I help business owners and families define their most important outcomes and priorities, then look for opportunities to align their balance sheets while managing cost, optimizing risk, reducing taxes, and bringing clarity to their overall picture. Our goal is that you and your family look back in 20 or 30 years and say, “Working with Verity Wealth Partners was one of the best decisions we’ve ever made!”
Experience
Associate Private Wealth Advisor
Sep 2018 — Present · Indianapolis, IN, US
With $265.0 billion in assets,$28.1 billion in revenues, and more than $1.8 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.5 million people who rely on us for life, disability income and long-term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions. The company holds more than $125 billion of client assets as a part of its wealth management company and investment services.
Education
Indiana University - Kelley School of Business
Graduate Certificate, Internal Auditing
University of Chicago Booth School of Business Executive Education
Certified Private Wealth Advisor® (CPWA®) Certification
Indiana University Robert H. McKinney School of Law
Law
Purdue University
Master of Business Administration - MBA
Indiana Wesleyan University
Bachelor of Science - BS, Accounting
Indiana University - Kelley School of Business
Master's degree, Accounting
Ivy Tech Community College
Associate's degree, Computer Information Systems
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