Primary Financial Advisor
Boardwalk Financial was founded on Cape Cod, MA, in the Historic Town of Sandwich in 1990.
Boardwalk Financial was founded with the goal of assisting our clients in every aspect of their financial lives. Our clients say that we provide a nice, peaceful, nonhectic environment where they feel comfortable knowing that we are focusing on what’s important to them.
Values Conversation - We help you determine “What’s important about money to you?” This process helps you identify your goals and values.
Develop a Financial Roadmap® - Chart your financial information to help you reach your stated goals based on your values. This is the foundation for your individualized comprehensive financial plan*.
Build a Comprehensive Financial Plan* - Write a detailed plan based on your current financial information and address all areas of your life including: tax, cash-flow, educational, estate, insurance, and retirement planning.
Implement the Plan* - Use an Investment Policy Statement (IPS) to identify your risk tolerance and develop your asset allocation based on your financial needs and help you follow through with your recommendations and action steps. Click here to view Professional Money Management VideoImplement the Plan* - Use an Investment Policy Statement (IPS) to identify your risk tolerance and develop your asset allocation based on your financial needs and help you follow through with your recommendations and action steps. Click here to view Professional Money Management Video
Vision Coaching - We help keep you focused on “What’s important about money to you" by consistently meeting with you to review your goals and values. Your time in meetings is required to assess your progress in attaining your goals and to relay if they may have changed over time.
Nick is the father of two beautiful daughters, and is the founder, owner and president of Boardwalk Financial, which includes tax consultancy Boardwalk Tax and Benefit (T&B). Prior to founding Boardwalk in 1990, he was a tax manager for Price Waterhouse’s Boston Office Tax Practice. While at Price Waterhouse Nick was responsible for delivering tax services to start-ups, private and public companies, and executives and high net worth families, within the consulting, legal, high-tech, financial services and software industries.
Credentials - Nick has 30 years of experience as a Certified Public Accountant (CPA) and maintains his license by fulfilling required continuing education as set forth by the American Institute of CPAs and MA State Board of Accountancy. In addition Mr. Vantine is a MA licensed Insurance Producer specializing in accident and health, fixed life, and variable life and annuity lines.
Nick also maintains the Personal Financial Specialist (PFS) designation, which demonstrates knowledge, experience and expertise in areas of comprehensive wealth management including personal and business income tax planning, risk management and insurance planning, investment planning, retirement planning and estate planning. Click Here-Why Choose a CPA/PFS?
Nick’s financial services industry credentials include the series 6, 63, 65 and 7 exams; registered representative (CT, FL, MA and RI); and investment advisor representative (CT, FL, MA and RI); and insurance producer licensed in FL and MA. He holds a bachelors of science degree in Accounting and Investments from Babson College.