Exclusive Advisors

A Premier Company for Premier Clients St. Nicholas Private Asset Management was founded on the principle of truly premium client service. As professionals in the investment management industry for several decades, our founders have grown to realize that the overriding goal of the largest financial services providers has become shareholder wealth maximization. Too often, profit goals come first, and client service suffers. Our goal at St. Nicholas is to treat each unique individual with the specific level of investment management and service that they warrant there are no cookie cutter approaches here, and no "1-800" desks that completely eliminate any possibility of real face-to-face interaction. Your experience at St. Nicholas will be professional, personal, and comfortable. Our clients are part of the St. Nicholas Family and we want them to feel that way. You will never lose touch with us, and our principle interest is in your service satisfaction, and more importantly, in your comfort level in dealing with professionals who truly care about you in every facet of your life.

Capital Analysts of Jacksonville is a holistically-oriented, fee-based financial planning, wealth management and employee benefits firm. The firm dates back to 1968 and has been under consistent ownership since 1992. Our distinctive ensemble operating style allows us to leverage the individual strengths and specialized expertise of our professional team members to provide comprehensive and objective financial solutions.