Nick Sloane, ChFC®, CRC®
Nick Sloane is president of Sloane Wealth Management and has been an outstanding financial services professional for over thirty-five years. He is certified by the American College in Bryn Mawr, Pennsylvania as a Chartered Financial Consultant (ChFC®) and has received the Certified Retirement Counselor (CRC®) designation by the International Foundation for Retirement Education. He acts as a fiduciary Investment Adviser Representative of Wealth Financial Advisory Services, a Registered Investment Adviser.
His expertise has landed him being featured in such publications as The Chicago Tribune, U.S. News & World Report, The Daily Herald, Fiduciary News, Financial Advisor Magazine and others.
His work involves helping clients conserve their assets, reduce stock market risk, maintain their opportunities for good, long-term investment returns and ensure they have enough guaranteed income that will last no matter how long they live.
As a holistic advisor, Nick focuses on helping his clients plan for a myriad of risks, such as health care and long-term care costs, making sure their estate planning is up-to-date, helping them find ways to reduce taxes and more.
Nick’s core philosophy is that while money is important, it’s the activities and relationships that people want to enjoy day-to-day that ultimately have the greatest meaning. He believes an advisor’s primary duty is to help clients understand how their assets should support what really matters in their lives.
He is a lifelong Chicago area resident and currently resides in Glendale Heights, IL. For fun, he has attempted to play golf, likes to hike in the summer and enjoys travel to warm weather destinations in the winter. His other hobbies include cars, bicycles and motorcycles. He also enjoys keeping up with current financial and political trends and spending time with family and friends.