Nick Kuzia

Before beginning his career in wealth management, Nick played professional baseball, where he discovered that one of the most rewarding aspects was the experience of being part of a diverse clubhouse. Bringing together individuals from all corners of the world, the clubhouse was a melting pot of cultures, perspectives, and shared goals. This environment not only honed Nick’s teamwork and leadership skills but also instilled in him a deep appreciation for the power of collaboration and community.

Now, as a wealth advisor, Nick brings that same sense of teamwork and leadership to his clients. He sees himself not just as an advisor, but as a teammate who is committed to leading his clients toward their financial goals. Nick believes that every successful journey requires a strong leader—someone who can guide, support, and inspire confidence. His approach is centered on understanding each client’s unique situation and working closely with them to create a clear path to their financial aspirations.

Nick earned his degree in finance from UMass Lowell. His professional baseball career included playing for the San Diego Padres, Detroit Tigers, and Colorado Rockies organizations, where he continued to develop the skills and values that he now brings to his work in wealth management. He is married to his wife, Kathryn, and outside of work, he enjoys playing golf, trying new coffee spots, and petting every dog he sees.