Empowering Your Financial Future with Nicole Sennett

Nicole Sennett is an independent financial advisor known for helping high-net-worth clients create retirement blueprints and wealth strategies.

With a career spanning since 2005, Nicole has earned accolades like Forbes’ Top Women Wealth Advisor (2020) and Working Mother and Shook Research’s Top Wealth Advisor Moms. Nicole holds the Chartered Retirement Planning Counselor (CRPC®) designation, specializing in retirees, pre-retirees, and trusts. Her personalized approach involves creating customized investing strategies and collaborating with clients’ CPAs and attorneys. She actively engages with clients, providing advice in all market conditions. Beyond her profession, Nicole is an avid golfer, runner, and community volunteer, residing in Pennsylvania with her family. As you progress through the different stages of your financial journey, Nicole is here to guide and empower you to make informed decisions that secure your financial future.

Transitioning to Retirement: A Transformative Mindset

Preparing for retirement is a significant life transition that demands a strategic shift in your financial approach. With Nicole’s guidance, the traditional focus on investment returns evolves into a more comprehensive strategy. As you move from the accumulation phase to the pre-distribution and distribution stages, Nicole empowers you to embrace a transformative mindset.

Creating a Retirement Blueprint: Prioritizing Stability and Consistency

Nicole’s holistic approach centers on creating a retirement blueprint that prioritizes stability and consistency as you approach retirement. While maximizing returns is generally the clients’ primary goal during the accumulation phase, the emphasis in the pre-distribution and distribution phases shifts towards tax minimization and drawdown minimization across your investments; this approach ensures that your hard-earned wealth is preserved and efficiently distributed throughout your retirement years. While many of Nicole’s competitors focus on alpha and beta, Nicole provides her clients with gamma: the peace of mind people have knowing they have a trusted partner consistently reviewing, assessing, and managing their assets as they enjoy their lives.

Contact Nicole Sennett today to empower your financial future!