Nick Wages is a Wealth Advisor in Lee’s Summit, Missouri. He prioritizes building relationships with clients to craft personalized financial plans that are tailored to your specific financial needs. He guides individuals and families through all life stages, ensuring clear communication and adapting plans as needed, knowing circumstances can change.
Beyond finance, Nick enjoys an active life with his wife and son, embracing outdoor adventures, exploring new cuisines, and volunteering. He's involved with Deerbrook Covenant Church and a ministry in Jamaica, called Won By One to Jamaica. Nick's passion extends to being a volunteer wrestling coach at Lee's Summit North High School, running marathons, and cheering on the Kansas City Royals, Kansas City Chiefs, and all Mizzou athletics.
At SRG Financial Advisors, they cater to a select group of successful individuals including families nearing or in retirement, business owners, and top professionals ready for a work-optional lifestyle. They understand your unique needs and aspirations and work to provide personalized plans for you and your financial goals.
Their comprehensive approach called The Mile Marker FORMula goes beyond standard wealth management. They seamlessly integrate risk and debt management, tax planning, and philanthropy into your financial roadmap. It's like putting together a personalized puzzle—each piece is important but also adapting as your life unfolds. The Mile Marker FORMula proactively monitors your life's milestones and financial events, ensuring your plan stays on track.
A cornerstone of their approach is partnering with trusted advisors who share their vision. This network includes CPAs, estate planning and elder law attorneys, mortgage and insurance brokers, private bankers, realtors, and business law specialists. They recognize a complete financial plan encompasses tax strategies, risk management, legal considerations, and your legacy. Their collaborative approach unlocks your full potential for financial independence.
Wealth Advisor
Nick Wages is an investment advisor representative of, and advisory services are offered through USA Financial Securities Corp., A registered investment advisor located at 6020 E. Fulton St., Ada, MI 49301. SRG Financial Advisors is not affiliated with USA Financial Securities Corp.
