Nicholas St.George, CFP®, CRPC®, CPFA, BFA
Retire Sooner. Pay Less Tax. Enjoy More Life. | Lake Norman’s Retirement Planner
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Serving Clients Nationwide
Retire Sooner. Pay Less Tax. Enjoy More Life. | Lake Norman’s Retirement Planner
Areas of Focus
- Education Funding
- Estate Planning
- Financial Life Planning
- Investment Management
- Owning a Business
- Retirement Planning
- Taxes
About Nicholas St.George, CFP®, CRPC®, CPFA, BFA
I work with a select group of families, professionals, and business owners who care deeply about one thing: building financial freedom on their own terms — without giving in to cookie-cutter templates or tax surprises. My drive to help people goes beyond credentials (though I’ve got plenty). What truly sets me apart is my commitment to honest conversations, a warm handshake (or Zoom wave), and building long-term relationships rooted in trust and clarity. I often joke I have to be honest — I’m too slow to run and too big to hide.Why I Do What I Do
My finance journey started young — winning a stock market game in grade school, sparked by a childhood thank-you share of Disney and IBM from my grandparents. That curiosity led me to a finance degree at Bryant University — and eventually to the designations and licenses that allow me to serve clients with skill and integrity through LPL Financial. Today, I live in Denver, NC with my wife Kelly and our two kids, Bo and Caroline. Their future is my daily reminder that planning isn’t about charts — it’s about giving real people real choices. Outside the office you’ll find me playing golf or hockey, swimming, or trolling the deep sea for the big catch.
What I Stand For
At the heart of St. George Wealth is a simple mission: to guide you through the messy, emotional, occasionally confusing world of money and deliver a clear, actionable plan that turns your goals into reality. I'm not here to sell you products. I'm here to build a financial partnership.
My core values:
• Transparency & Integrity – No hidden fees, no fluff. I work exclusively for you.
• Customized Planning – You’re not a template. Every plan is tailored to your life, not a powerpoint.
• Responsiveness & Partnership – As your financial co-pilot, I stay in the trenches with you through every market shift or life chapter.
Our Approach
Investing and planning isn’t about beating benchmarks — it’s about staying on course to meet what matters most: family, freedom, legacy. That’s why:
• Risk = missing your long-term goals, not short-term volatility.
• We don’t chase returns; we build plans. Plans based on your life — not on yesterday’s returns.
• Whether markets roar or roar softly, the goal remains the same: to help you sleep at night and enjoy life with confidence.
Who I Serve Best
If you’re 40+ and serious about building or preserving wealth whether you’re a busy professional, small business owner, or family-focused planner we might be a great fit. Especially if you care about:
• Smart, tax-sensitive planning
• Independent fee-only advice with no conflicts
• Holistic, long-term strategies tied to your lifestyle not quarterly benchmarks
Professional Designations
- Behavioral Financial Advisor (BFA)
- CERTIFIED FINANCIAL PLANNER ®
- Certified Plan Fiduciary Advisor (CPFA)
- Chartered Retirement Planning Counselor (CRPC)
Primary Location
7781 South Little Egypt Road, Suite 109, Stanley, NC 28164
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
- One-time Financial Plan
- Subscription
What to expect in the first meeting
What to Expect in Our First Meeting (and Why People Usually Say “That Was Way Easier Than I Thought”) People who meet their financial advisor for the first time usually expect to experience three specific things.1. A sales pitch
2. A lecture
3. A pop quiz on how much money they spend on takeout
You will not receive any of these three things during your consultation with me. You need to present your requirements at the first meeting before requesting financial documents or your present wealth status or your self-assessed organizational capacity. The first consultation needs three essential steps to finish its process.
▪️ We will discuss your personal life goals which extend beyond retirement planning to include family time and work success and travel experiences and hobbies and your future aspirations and your nighttime worries.
▪️ You need to assess your present financial state by determining what financial benefits you have and what financial drawbacks you face.
▪️ We will determine if our work partnership suits each other while considering mutual compatibility.
We will respond to every question you have about our services even if you doubt its relevance. (There are none. Ask away.)
Our first meeting will not include these specific activities:
▪️ We don’t sell products.
▪️ We don’t ask you to make decisions on the spot.
▪️ We refrain from judging previous choices because all people maintain financial secrets which we can relate to.
▪️ We don’t rush you.
You should bring the following items to the meeting if you have them available but they are not necessary:
▪️ A rough estimate of your most important financial objectives
▪️ Any financial questions you have been afraid to ask others.
▪️ You can bring recent account statements or a tax return if you happen to have them ready but avoid searching through your kitchen drawer for this information
How long it takes: The total duration of this meeting will be 60 minutes but it could extend by a few minutes. The meeting duration enables you to present your entire situation without requiring food orders because it stays within predetermined time frames.
The sensation you will feel after leaving the meeting area:
▪️ People express their relief by making statements that contain.
▪️ The experience revealed to me that I required clear direction only after I completed it.
You will gain three essential pieces of information after the meeting:
▪️ You will establish whether our personalities align with each other.
▪️ You will gain insight into your future financial direction.
▪️ Your upcoming activities will receive full instructions without requiring any additional work or unexpected changes.
If we decide to continue working together:
▪️ I will handle all the complicated work.
▪️ You will not receive an extensive list of assignments to complete.
▪️ You will not need to obtain a finance doctorate to understand the information we are discussing.
My main responsibility involves using your money to achieve your desired lifestyle instead of having your money control your life.
Offers Investment Management
Yes
About St. George Wealth Management
At St. George Wealth Management, we focus on what's truly important to you, through precise planning, clear and honest communication, and effective budget management. This approach is designed to align your personal and financial goals, turning your aspirations into reality.Our Approach
We're dedicated to helping you achieve what matters most to you through a focused, long-term strategy. Our approach involves crafting personalized plans that outline clear, actionable steps, coupled with continuous support to steer you through life’s surprises. By ensuring our guidance resonates with your values and aspirations, we empower you to confidently take charge of your financial future and turn your dreams into reality.
Our Services
We offer advice and solutions that are tailored to the unique needs of each client.
✔️ Investment Management
✔️ Retirement Income Planning
✔️ Educational Funding
✔️ Cash Flow Management
✔️ Estate Planning Strategies
✔️ Employer Benefit Plan Review
Our mission to maintain the highest standards of integrity and professionalism in every client relationship while providing access to high quality research, tools, and solutions is what sets us apart.
Nicholas St. George is a Registered Representative with and Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Education
Bryant University, Bachelors, Finance
Hobbies and Interests
- Baseball
- Family
- Fishing
- Football
- Golf
- Hockey
- Softball
- Swimming
- Traveling
SEC Lookup
View DisclosureFINRA Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Entrepreneurs
- Families
- Gen X
- Healthcare Professionals
- Intergenerational Families
- Living in Retirement
- Parents
- Sales Professionals
- Women in Transition
- Women Professionals
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