Broker Check

8 Merchants Road
Unit 6
Sandwich, MA 02563

Nicholas Vantine

(508) 888-8527

 

Ideal Client Profile

Boardwalk clients ideally possess most if not all of these characteristics:

  • They have important financial goals and are serious about personal financial success.
  • They want to simplify their life by delegating their financial matters to competent, trustworthy professionals.
  • They like the idea of having the simplest structure and the least number of accounts necessary to accomplish the result.
  • They would rather spend more time on the things that are truly important to them.
  • They are genuinely nice people with a sense of humor.
  • They have substantial investable assets.* [$500,000 min.]
  • They are happy paying net minimum annual recurring fees through assets under management (AUM) or fees for services (FFS) rendered.

What’s Important About Money...
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Our Clients happily refer us to their family and friends because they understand how this benefits them and the entire client community.

*Nicholas Vantine offers these services through his affiliation with H.D. Vest Investment ServiceSM and H.D. Vest Advisory ServicesSM