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 80 State Street, Albany NY 12207 (“PKS”). PKS and Summit Financial, LLC. are not affiliated companies.
This website is available for informational purposes only and does not constitute an offer to sell or a solicitation to buy a security or any form of investment advice offered by Summit Financial, LLC
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