Nick Wages is a wealth advisor at SRG Financial Advisors in Lee's Summit, helping working professionals and retirees visualize, prepare for, and work towards their ideal work-optional lifestyle of purpose. When acting as a fiduciary, he is committed to making planning recommendations in his clients' best interests.
Additionally, as Vice President of Advisor Training, Nick oversees the training and onboarding of advisor interns and new advisors, as well as the ongoing training of all firm advisors.
Nick specializes in comprehensive financial planning, retirement income planning, tax-efficient planning and investing, legacy planning, and risk planning and mitigation. He primarily works with working professionals in Greater Kansas City and nationwide who are within 10 years of retirement, as well as retirees. His approach includes a detailed discovery process, as he believes prudent planning recommendations can only come after an in-depth knowledge and understanding of his clients and what matters most to them.
He then incorporates each of the seven pillars in SRG’s proprietary process, The Mile Marker FORMula™, to thoughtfully plan for what’s important to his clients, including designating assets for the right time and/or purpose, and appropriately allocating each asset based on its designation. His core long-term growth strategies include time-tested active risk management evaluated daily, paired with tax-savvy contingency planning to help protect his clients’ plans and legacies.
Nick earned a dual emphasis B.S. in Finance & Banking and Real Estate from the University of Missouri. He holds his Series 65 license, Missouri Life and Health Insurance License, and is licensed to practice in 16 additional states. He is a member of the Cass County Professionals in Aging Group, Raymore Chamber of Commerce, and the elder team at his local church.
A Lee’s Summit native, Nick resides in Lee’s Summit with his wife, Emily, and son, Isaac. He loves spending time with his family, going on outdoor adventures, fishing, grilling, and coaching Isaac’s sports teams. He is also a fitness enthusiast with a passion for marathon running.
To work with Nick: Call (888) 883-7335, email nick@srgfinancialadvisors.com, or schedule a complimentary Discovery Meeting at our Lee’s Summit Office or Online.
