Zion Capital

Where do you want to go? We'll get there, together. Our priority is helping you take care of yourself and your family. We want to learn more about your situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

Our firm has been offering comprehensive investment and financial planning services in the greater Northern California Bay Area since 1989. This company has established itself as a leader in the financial services industry in this area through collaboration, detailed knowledge, integrity, and extensive networks. Besides this region, we’re constantly experimenting with new technology to expand our client base. In addition to in-person meetings, you can meet with us via phone or video calls. Nic holds multiple industry registrations held through LPL Financial including the Series 7, Series 63, Series 65, Series 24, along with the California Life and Health registrations.

Regalstone Wealth Management in Roseville, CA, is your trusted partner for comprehensive financial services and investment solutions. As experienced financial planners and advisors, we specialize in private wealth management, investment management, and personalized financial planning. Our expert team helps clients build and preserve wealth through strategic asset accumulation, private market opportunities, and tailored insurance and protection plans. We excel in providing 1031 exchange solutions and retirement plan consulting, offering in-depth retirement analysis and income planning to secure your financial future. For small business owners, we offer specialized retirement planning services.