By Nick Salomon, MBA
Most of us can point to specific people or events that influenced our decisions and made a significant impact on how we live our lives. For me, it was the inspiration and example of my dad. I grew up watching him invest in his clients in his role as a financial advisor. I saw how much he enjoyed getting to know his clients and adding value to their lives through wealth management and it greatly influenced my career decision. When I started taking finance classes in college, I found that the financial world was a natural fit for me, and now I get to follow in his footsteps and make an impact on my own clients’ lives.
After graduating from Hope College with a bachelor’s degree in business and earning my MBA from Grand Valley State University, I started working in the financial industry, eventually joining the team at J2 Capital Management as a financial and tax planning coordinator. My passion lies in working with younger families—our millennial and Generation X clients who are working hard to build their financial future. As a firm, we serve multi-generational high-net-worth families. I consider it a privilege to come alongside the children of our long-time clients to help them create personalized strategies that will serve as a solid foundation for their financial life.
I believe that financial planning is a holistic, comprehensive process. It’s less about investment performance and more about empowering our clients to make wise financial decisions as they transition through various life stages and supporting them with a full suite of in-house services to meet their needs. I strive to build long-lasting relationships, earning my clients’ trust through consistent transparency and putting them first.
Making a Difference
I love that I get to partner with our experienced team to grow in my role so I can spend my life investing in others and their success. That’s why I love when we receive a client referral—it shows how much our clients appreciate our commitment to them and it allows us to make a difference in more peoples’ lives. I take pride in what I do and truly enjoy coming to work every day to learn, grow through challenges, and help others.
Want to Know More?
Don’t just take my word for it—experience the difference an objective, relationship-based financial advisor can make in your life. Take the first step toward your ideal future by scheduling a meeting online or reach out to us at firstname.lastname@example.org or 248-641-4444.
Nick is the newest member of J2 Capital Management. He was raised in Troy and attended the University of Detroit Jesuit before obtaining his degree in business from Hope College and his MBA from Grand Valley State University. Nick’s role at J2 will be assisting clients with financial planning as well as tax planning and tax preparation. He especially enjoys working with younger families as they start building for their financial future.
Outside of work, Nick is an avid runner and golfer. During his college days, he ran track and cross country and earned All-American status on the Grand Valley track team.