We are committed to serving our clients by truly understanding their needs and providing the expert guidance and leadership they seek from their financial advisor.
Nick has lived in Boulder for thirty years. He is a Fiduciary, committed to putting his clients’ best interests first; as such, he is a fee-only financial advisor.
His thirty-five years of prior experience in business and non-profits included research and consulting in the energy industry, with a focus on renewables and energy efficiency.
"I help my clients make smart choices about their money, avoid costly mistakes, and achieve peace of mind," Nick says. "My typical clients are individuals with substantial net worth who have special concerns in preservation of assets and investment planning."
Nick has a strong commitment to the Boulder community and regularly donates and/or volunteers with many non-profit and educational organizations.
Nick is married to Maureen Lenssen a pediatric nurse practitioner, and the father of three sons. Nick enjoys music performances, skiing, tennis, running, and being at home with family and friends.
Education and Professional Certifications
- AB in Geography — Dartmouth College
- Investment Adviser Representative
Areas of Practice
- Investment Planning
- Retirement Planning
- Estate planning advice
Local Organizations Supported (present & past)
- Ignite Adaptive Sports
- Boulder Open Space & Mountain Parks Trail Ambassador
- Colorado Conservatory for the Jazz Arts
- Emergency Family Assistance
- Greater Boulder Youth Orchestras
- New Era Colorado
- Cal-Wood Education Center
- Fairview High School Boys Swim Team
- St. Thomas Aquinas Food Bank
Frequently Asked Questions
More questions?
Please give us a call at
303-506-3399.
We're always happy to answer
your questions.
What are your fees?
There is no charge for the initial consultation meeting. We work only on a fee basis. Our fees will be carefully explained to you. Because of our commitment to personalized comprehensive planning, our services are best suited to families and individuals with more than $250,000 in investable assets.
What's the best way to get started with your firm?
Give us a call at 303-506-3399 and we'll set up a first meeting with you to discuss your needs. After the meeting we'll put together some information and ideas for strategies that best fit what you've told us about your goals. Next, we'll present these ideas and plans to you and you'll decide whether to work with us as your advisor.
Will you ever make trades or changes to my account without my knowledge?
We will never make trades or do anything to your account without your direct authorization. You are always in control of all your accounts, and you are the full owner.
More questions? Please give us a call at 303-506-3399.
We're always happy to answer your questions.