Nicholas Tilli, CFP® Tilli Wealth Management

About Nicholas Tilli, CFP®

Nick’s interest in finance started back in college when he first started learning about stocks. The dynamic nature of investing and the fact that the game is constantly changing made the topic of retirement and investing a constant thrill. Nick spent the bulk of his career working for Fidelity Investments working with individuals and families to create and maintain financial plans. Led by a desire to operate underneath the fiduciary standard, Nick left to join the ranks of the Registered Investment Advisors (RIA’s) who operate under the fiduciary standard, committed to putting the client’s interest first. Nick served as the Director of the Private Client Group for a top 100 accounting firm, overseeing a team of advisors and responsible for the strategy and execution of the division. Led by a strong desire to always do what’s right for clients and the need to create a service model that delivers more value than what is currently being offered in the marketplace meant the only way to do that was to establish Tilli Wealth Management. Today Nick is fulfilled with the meaningful work of serving the clients of TWM, creating and implementing customized plans with clients, allowing them the time and energy to do what they enjoy most. When Nick is not working with clients or on the business, he can be found shuttling his 3 boys to various sporting activities, waving to his wife as they drive by one another to their families’ various activities. When life slows down on occasion Nick enjoys an outdoors active lifestyle, trips to the family cabin and time on the water are always in order with a good book to close out the night.

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