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Nicholas Short

Fee-only financial advisor serving individuals, families, and institutions

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Contact Me
SYKON Capital Nicholas Short
Harrison, NY

Serving Clients Nationwide

Fee-only financial advisor serving individuals, families, and institutions

(914) 898-3263

Website

Areas of Focus

  • Capital Gains
  • Cash Flow
  • Credit Cards
  • Employee Benefits
  • Employee Stock Options
  • Estate Planning
  • Exit Planning
  • Family and Money
  • Financial Life Planning
  • Financial Planning
  • Getting out of Debt
  • Investment Management
  • Retirement Income Planning
  • Retirement Planning
  • Tax-Efficient Planning
  • Taxes
  • Travel

About Nicholas Short

Hi, I'm Nicholas Short. As a Financial Advisor at SYKON Capital, I am here to help ensure you get high-quality advice, delivered through a personalized lens that reflects your values, goals, and stage of life.

I was drawn to wealth management from my desire to build lasting relationships and make a meaningful impact on my clients’ lives. I find motivation in helping individuals and families gain financial clarity and confidence. My work blends analytical rigor with a personal, client-centered approach.

My role is to help you cut through complexity and make your financial decisions easier, not harder. I bring a thoughtful, organized approach to planning and investing, drawing on SYKON’s full bench of professionals with deep backgrounds across public markets, private investing, tax-aware planning, and wealth strategy. Together, we help ensure that no part of your financial world is left uncoordinated or unsupported.

I pride myself on my ability to connect the dots between strategy and execution. From my experience in investment consulting and commercial real estate, I can offer you a broad, multidimensional perspective while leveraging SYKON’s resources to tailor solutions that are as precise as they are practical.

Primary Location

500 Mamaroneck Ave, Suite 435 Harrison, NY 10528

Additional Locations

📍 601 Heritage Drive, Suite 229 Jupiter, FL 33458

Video

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Fee Only
  • Flat Fee
  • Percentage of Assets Managed

What to expect in the first meeting

I look forward to speaking with you and appreciate the opportunity to learn about what you are seeking to gain from a relationship with a wealth manager. During the first meeting, I try to get a sense of what is important to you in your life, how your finances play a role, and any other dynamics that may impact what you are trying to achieve. We can then decide if it makes sense to move to the next step.

Offers Investment Management

Yes

About SYKON Capital

Wealth isn’t just about what you earn, it’s about what you keep and what it enables you to do.

At SYKON Capital, we help individuals and families protect what matters most through independent, values-driven advice. As a fee-only firm, our only focus is doing what’s right for you, minimizing downside risk while positioning your wealth to grow with purpose and discipline.

We uphold the highest fiduciary standard and operate with the values that define who we are: prudence, fairness, independence, creativity, and ingenuity. Together, they guide every decision we make and every strategy we design, so you can move forward with clarity, confidence, and choice.

Our Services

✔️ Wealth Management

A holistic approach to managing your financial resources.

✔️ Financial Planning

A personalized blueprint designed to help you achieve your life goals by aligning your finances with your values and priorities.

✔️ Investment management

Behavioral insights drive strategies that align with your goals and adapt to changing market conditions to help keep your plan on track.

✔️ Tax & Estate Planning Coordination

Coordinating strategies to help preserve wealth, optimize tax outcomes, and align your estate with your goals.

Education

University of South Florida, Muma College of Business, Bachelor's Degree in Finance

Volunteer Experience

MEDLIFE Memorial Sloan Kettering Cancer Center

Hobbies and Interests

  • Animals
  • Baseball
  • Boating
  • Cooking
  • Family
  • Fishing
  • Football
  • Golf
  • Grilling
  • Music
  • Traveling
  • Video Games

SEC Lookup

View Disclosure

Who We Serve

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Dual Income Family
  • Entrepreneurs
  • Families
  • Gen X
  • Individuals
  • Young Families

Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

Get answers to frequently asked questions regarding the services offered by Nicholas Short View Disclosures

FAQs

What is it like to work with you as a financial advisor?
The starting point is building a clear, coordinated plan that connects investments, taxes, and long-term goals. From there, the work tends to focus on keeping that structure aligned as things change over time. Along the way, there are naturally decisions to make, whether around retirement, income planning, or tax strategy. Those decisions are made within the context of the overall plan, so they are consistent and not reactive. My role is to help you stay organized, think through those moments clearly, and move forward with a plan that holds together over time.
How do you typically work with clients on an ongoing basis?
The work is steady and continuous, not something that resets each year. Once a plan is in place, the focus shifts to staying connected and keeping things on track as your situation evolves. That usually means a mix of scheduled conversations and more informal touchpoints when needed. Some discussions are planned in advance, others come up in real time, but the goal is to keep communication open and make sure nothing important gets overlooked. Over time, the relationship becomes less about reviewing information and more about maintaining clarity, staying organized, and having a consistent P.O.C
What do clients tend to value most about working with you?
Clients tend to value having a clear point of view when things are unclear. That can be around retirement timing, tax decisions, or how different parts of their financial life fit together. The value is less about constant activity and more about having thoughtful input when decisions carry real consequences.
How do you approach situations where there isn’t a clear “right” answer?
A lot of financial decisions involve tradeoffs rather than perfect answers. In those situations, I focus on outlining the options, the implications of each, and what matters most based on your goals. The goal is not to eliminate uncertainty, but to make decisions that are deliberate and can be stuck with over time.
How do you incorporate taxes into your work with clients?
Taxes are part of most meaningful financial decisions, so they are considered on an ongoing basis rather than separately. This can include how investments are structured, how income is taken, and how strategies evolve over time. When appropriate, I coordinate with a client’s tax professional to help ensure decisions are implemented correctly.
Where will my money be held?
Your assets will be held at the custodians, Charles Schwab, Goldman Sachs or Altruist.
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