Nick Murphy (CFP®, MBA, RICP®)
Nick Murphy focuses in the
following client markets or areas of practice:
- Business Owners
- Charitable Giving
- Corporate Executives
- Entrepreneurs
- Financial Psychology/Coaching
- High Net Worth Client Needs
- Business Owners
- Charitable Giving
- Corporate Executives
- Entrepreneurs
- Financial Psychology/Coaching
- High Net Worth Client Needs
Planning Specialties
Our team provides expertise in the areas of Retirement Planning, Investment Management, Tax Planning, Business Succession Planning, Sudden or Inherited Wealth, Legacy and Philanthropic Planning, Executive Compensation Strategies, Social Security Income StrategiesAdditional Information
As an independent fiduciary, Counterweight Private Wealth provides a premier, fee-only, wealth management and financial planning experience to likeminded individuals and families. Our clients are successful individuals and families in the later stages of their careers who desire a collaborative partner to help them transition through significant professional and personal milestones.NAPFA Start Date
August 21, 2024
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