Advice You Can Trust

Advice You Can Trust

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Welcome to Advice You Can Trust, where we explore an array of topics surrounding wealth management and the lessons that can be learned from super rich individuals, families, and businesses as a whole. Listen as James Nichols, Wealth Manager at Cumberland River Group, taps into years of experience in working with clients to provide highly customized advice, investment solutions, and financial planning services. Dedicated to his clients, James prides himself on the relationships he has nurtured over the years. Each episode we’ll dive into new financial topics and provide enlightening conversations full of advice you can ultimately trust and apply to your own best practices. Thanks for joining us. Now, let’s move forward together.

Recent Episodes

  • Advice You Can Trust - Episode 8 ( Should You Be An Executor?)

    3 years ago
  • Advice You Can Trust - Episode 7 (Five Mistakes of Successful Family Businesses)

    3 years ago
  • Advice You Can Trust - Episode 6 (Preparing Heirs for Their Inheritance)

    4 years ago
  • Advice You Can Trust - Episode 5 (A Family Constitution)

    4 years ago
  • Advice You Can Trust - Episode 4 (A Super Rich Best Practice That Can Benefit You, Too!)

    4 years ago
  • Advice You Can Trust - Episode 3 (What Makes a Good Wealth Manager Great)

    4 years ago
  • Advice You Can Trust - Episode 2 (The Five Big Mistakes Affluent Homeowners Make)

    4 years ago
  • Advice You Can Trust - Episode 1 (Stress Testing)

    4 years ago