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Building legacies and wealth: How Dr. Nick Michels helps families succeed

Dr. Nicholas E. Michels, a Certified Financial Planner™ (CFP), Certified Private Wealth Advisor™ (CPWA), and the author of Rich by Choice, shares his approach to reaching wealth with intention. With his focus on building resilient families, long-lasting values, and multigenerational influence, Dr. Michels uses money to manifest a life full of meaning, love, laughter, and liberation. Leveraging Dr. Michels’s work as a resource, potential clients can wake up with peace, doze off with purpose, and cultivate a legacy to take pride in.

Photo courtesy of Dr. Nick Michels
Photo courtesy of Dr. Nick Michels
Photo courtesy of Dr. Nick Michels

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It’s often said that wealth drives progress. While this concept is favorable in theory, it’s not often achieved in practice. As economic trends shift, many people increasingly desire a mindset wired with emotional clarity and financial strategy to achieve monetary abundance.

Dr. Nicholas E. Michels, a Certified Financial Planner™ (CFP), Certified Private Wealth Advisor™ (CPWA), and the author of Rich by Choice, shares his approach to reaching wealth with intention. With his focus on building resilient families, long-lasting values, and multigenerational influence, Dr. Michels uses money to manifest a life full of meaning, love, laughter, and liberation. Leveraging Dr. Michels’s work as a resource, potential clients can wake up with peace, doze off with purpose, and cultivate a legacy to take pride in.

Meet Dr. Nick Michels: The mastermind behind monetary gain

Dr. Michels is a trusted teacher, guide, public speaker and bestselling author passionate about empowering people to live prosperous, satisfactory lives. As a Licensed Money Manager, National Social Security Advisor, and the founder of Michels Family Financial and The Michels Corporation, he has helped thousands diminish stress, establish wealth and develop a tradition through his validated Elite Wealth Management Process.

Holder of a Doctorate in Business Administration, Dr. Michels’ mission is to transform how people perceive and apply money, guiding them to make more informed financial decisions for serenity, safety, and contentment. The entrepreneurial expert pulls from his own experiences growing up with economic disadvantages.

Dr. Michels’ early encounters and upbringing showed him how critical money can be. He swiftly recognized money’s power and impact on one’s lifestyle, tranquility, happiness, relationships, and future.

A devotion to distinction in money management 

At Michels Family Financial, the team strives to stand out by showing up for the people they serve. Before all else, Dr. Michels and his crew deeply care about their clients. While they understand how essential numbers and portfolios can be, they emphasize customers’ stories, families, and life aspirations.

With continued hard work and devotion, Michels Family Financial created a proven, personalized process called Elite Wealth Management, which allows clients to organize financial plans with complete comprehension. Aiming to be more than “the business of numbers,” the tight-knit team prioritizes the most important results: a fulfilling life, cherished relationships, and a well-protected legacy.

From troubles to triumphs

Throughout his career, Dr. Michels faced two significant obstacles to success. He realized he hadn’t yet reached the influential advisor status he hoped to have one day. As a result, he became a zealot during his journey. Dr. Michels pursued post-graduate education, earned illustrious certifications, and hired the most established coaches nationwide, absorbing every word from an endless stack of applicable books.

However, his second hurdle permanently altered his perspective. After receiving a substantial monetary offer to switch firms, Dr. Michels was stuck between a rock and a hard place. Looking deeper, he noticed cumbersome patterns with the proposition and the entire industry. Feeling as though his beliefs and principles didn’t align with those of the agency hoping to snatch him up, Dr. Michels decided to walk away.

Now, the stalwart executive displays customary CFP® and CPWA® designations, a business doctorate, and nearly two decades of experience driving billions through turbulent market storms.

Dr. Nick Michels moves mountains with financial guidance

Today, Dr. Nicholas E. Michels believes the real prize of his work is “watching wealth transform from a number on a statement into a passport stamped with laughter, security, and legacy.” He wakes up every morning with a purpose to put his heart and soul into helping families make smart money decisions. 

Leverage nearly two decades of market-tested wisdom from Dr. Michels, who has expertly guided millions through turbulent economic storms; his new book, Rich by Choice, delivers his battle-hardened blueprint for achieving unshakable financial serenity and creating multigenerational family security. Endorsed by decades of proven experience and success stories, Rich by Choice gives you the roadmap to reclaim control, reduce financial stress, and live life on your terms.

Moving forward, Dr. Michels hopes to continue his commitments and efforts to bring peace, security, freedom, and financial happiness to all his clients. His dream doesn’t revolve around expansion or increased exposure. Dr. Michels aspires to continue what he already does so well, watching lives positively change in the process.

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Written By

Jon Stojan is a professional writer based in Wisconsin. He guides editorial teams consisting of writers across the US to help them become more skilled and diverse writers. In his free time he enjoys spending time with his wife and children.

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