Nicholas Roy (CFP®)

Nicholas Roy focuses in the
following client markets or areas of practice:

College/Education Planning

Estate & Generational Planning Issues

High Net Worth Client Needs

Investment Advice with Ongoing Management

Retirement Planning & Distribution Rules

Tax Planning

Planning Specialties

We focus on the needs of high net worth ($1M+) and/or high-income ($250k+) individuals and their families. Through the utilization of a highly personalized attentive process, we work to address all aspects of our client's financial positions in an effort to obtain maximum efficiency with the wealth they've worked to accumulate.

Additional Information

While some advisors remain stuck in old ways, Somnio is constantly in motion. Relentlessly learning. Moving at the speed of the financial world and at the pace of your life. So you know someone’s always thinking about you. Someone’s always on it. Helping you feel confident, optimistic about your future. Helping you sleep at night. Helping you enjoy your life.