Nicholas J. Houmis

Co-Founder/Managing Director-Essex Wealth Management

Credentials: CFP® CERTIFICATION
Years of Experience: 31

Address: Summit Financial-Essex Wealth Management
Phone: 973-285-3651
Email: nhoumis@essexwmg.com
Website: http://www.essexwmg.com
LinkedIn:

Nicholas J. Houmis is Co-Founder and Managing Director of Essex Wealth Management. For more than 31 years, Nick has helped high-income executives and business owners improve their financial lives. He further guides the overall vision of how we serve clients and the disciplined strategies we create. With diligence, in-depth knowledge, and a personal touch, Nick supports our clients’ specific wealth management goals. It all starts with listening to people’s stories and helping them to achieve what they set out to accomplish.

No matter clients’ financial needs, Nick is committed to making a difference in the personal and business lives of his clients.

Nick is a CERTIFIED FINANCIAL PLANNER® professional and helps craft plans unique to each client. As he guides our team and clients, he brings a specific niche supporting the following services:
• Comprehensive Financial and Estate Planning
• Investment Analysis and Money Management
• Risk Management and Insurance Structuring
• Retirement Analysis and Funding Alternatives
• Family Wealth Management and Tax Reduction Strategies

Nick is active in his community and expects to be there for his family and help his clients plan for generations to come. He lives with his wife and their four children in Livingston, N.J. When he’s not in the office, he enjoys skiing, sailing, golfing, and — most importantly — traveling with family.

Investment advisory and financial planning services offered through Summit Financial, LLC., an SEC Registered Investment Adviser. Headquartered at 4 Campus Drive, Parsippany, NJ, 07054. Tel. 973-285-3600. Fax. 973-285-3666. Some advisers may offer securities through Purshe Kaplan Sterling Investments, Member FINRA/SIPC. Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211 (“PKS”). PKS and Summit Financial, LLC. are not affiliated companies.

Summit Financial, LLC (“Summit Financial”) operates a website at summitfinancial.com (the “Site”). By using this website, you accept our Terms of Use and Privacy Policy. Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance. All securities involve risk and may result in partial or total loss. While the data we use from third parties is believed to be reliable, we cannot ensure the accuracy or completeness of data provided by investors or other third parties. Neither Summit Financial nor any of its affiliates provide tax advice and do not represent in any manner that the outcomes described herein will result in any particular tax consequence. Prospective investors should confer with their personal tax advisors regarding the tax consequences based on their particular circumstances. Neither Summit Financial nor any of its affiliates assume responsibility for the tax consequences for any investor of any investment.

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