Investing

Opportunities for diversify
Select number of investment opportunities ranging from private equity, private debt, and public market.
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Insurance

Protect your financial security
We’ll ensure you and your family are well protected but that you’re not overspending on plans that bring no extra benefit.
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Financial Planning

Putting it all together
Putting together the proper investments and strategy to helping you achieve your goals.
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Welcome

Marvin W. Nickel

For over 27 years, Marvin W. Nickel has pursued a singular mission – to develop retirement plans to help clients ensure their “golden years” are just that, truly golden.

In 2007 he founded “The Wealthy Edge®”, to enhance the financial planning process, weaving solutions together into an integral plan, so all aspects work harmoniously together.

Value Proposition

Clarity – We provide a complete wealth clarity discussion to provide clarity around your goals for the future and put it on paper?

Complete – We complete a wealth implementation schedule to get your complete financial life in order and keep it going forward.

Transparent – We help you understand the total cost of investing and advice so you know what you get for the costs.

Quality – We provide a wealth quality financial and investment plan that makes it realistic for you to achieve your outcomes.

Team – We provide you access to a team and network of professionals.

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