We’re with you, every step.
Our Essential Steps™ will ensure every aspect of your financial well-being is taken care of as we work towards the ultimate goal of financial peace of mind.
Learn MoreLive for today and plan for tomorrow.
Working together we will balance your priorities today while also planning for your future.
Learn MoreTell us what’s important to you.
The heart of our business is to build relationships, to actively listen and understand your needs and wants so that we can establish concrete goals and put strategies in place to achieve them. Let’s get to know each other!
Contact UsNicky Trasias, Investment & Insurance Advisor*
CERTIFIED FINANCIAL PLANNER®
Essential Wealth Group is a trade name of Nikoletta Trasias, Certified Financial Planner®
Nicky Trasias, Investment & Insurance Advisor*
CERTIFIED FINANCIAL PLANNER®
Essential Wealth Group is a trade name of Nikoletta Trasias, Certified Financial Planner®
Meet Your Team48%
Source: HollisWealth, Global Wealth Management, Scotiabank 2016
Financial Management
Asset Management
Tax & Education Planning
Risk Management*
Retirement Planning
Estate Planning
“Someone is sitting in the shade today because someone planted a tree a long time ago.”
– Warren Buffet