Next-Gen + Best-in-State · rank 32 · Woburn, Massachusetts · listed firm: Omni Wealth Management | Northwestern Mutual
Identity & firm
- Firm — Omni Wealth Management | Northwestern Mutual (high)
- “Samuel Perry Laorenza, Nicholas James Shultz, Amber S Akhtar, Liam Blom Walker, Matthew James Burckhardt, Scout Conway, Andrew James Fanikos, Jacob Halloran, Vincenzo Terranova, Ashley Wagner and Cynthia White use Omni W” — firm_official
- Parent company — Northwestern Mutual (high)
- “Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM) (life and disability insurance, annuities, and life insurance with long-term care benefits)” — firm_official
- Firm type — insurance_bd (high)
- “Samuel Perry Laorenza, Nicholas James Shultz, Amber S Akhtar, Liam Blom Walker, Matthew James Burckhardt, Scout Conway, Andrew James Fanikos, Jacob Halloran, Vincenzo Terranova, Ashley Wagner and Cynthia White provide in” — firm_official
- “Omni Wealth Management is not a registered investment adviser, broker-dealer, insurance agency or federal savings bank.” — firm_official
- Team name — Omni Wealth Management (high)
- “At Omni Wealth Management we help people live life on their own terms.” — firm_official
- Team size — 11 (medium)
- “Samuel Perry Laorenza, Nicholas James Shultz, Amber S Akhtar, Liam Blom Walker, Matthew James Burckhardt, Scout Conway, Andrew James Fanikos, Jacob Halloran, Vincenzo Terranova, Ashley Wagner and Cynthia White use Omni W” — firm_official
- CRD — 5759728 (high)
- “NICHOLAS JAMES SHULTZ - Broker at NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC” — sec_finra_regulatory
- Years experience — 17 (medium)
- “Nick began his practice with Northwestern Mutual in 2009.” — firm_official
- Designations — CFP, ChFC, other:RICP, other:AEP, other:CAP, other:CLTC (high)
- “["CFP®","RICP®","ChFC®","AEP®","CAP®"]” — firm_official
- “Nick also holds the Chartered Financial Consultant (ChFC®) and the Certification in Long Term Care (CLTC®) designations.” — firm_official
Book of business
- Team AUM ($M) — 829 (high)
- “Team Assets (Custodied): $829M” — forbes_shook
- Account minimum ($M) — 0.4 (high)
- “Minimum Account Size for New Business: $400K” — forbes_shook
- Typical client net worth ($M) — 25 (high)
- “Typical Net Worth of Relationships: $1-25M” — forbes_shook
- Client niche — senior executives at Fortune 500 companies, medical professionals, and business owners (high)
- “Nick’s practice works primarily with senior executives at Fortune 500 companies, medical professionals, and business owners from around the country, helping with their employee benefits and personal financial planning wi” — firm_official
- Custodians — gap: not_applicable
- Fee model — fee_plus_commission (medium)
- “Samuel Perry Laorenza, Nicholas James Shultz, Amber S Akhtar, Liam Blom Walker, Matthew James Burckhardt, Scout Conway, Andrew James Fanikos, Jacob Halloran, Vincenzo Terranova, Ashley Wagner and Cynthia White provide in” — firm_official
Positioning & marketing
- Website url — https://omniwealthmanagement.nm.com/ (high)
- “Omni Wealth Management Woburn, MA” — firm_official
- Value proposition (verbatim) — At Omni Wealth Management we help people live life on their own terms. We help our clients achieve their most important life and legacy goals. (high)
- “At Omni Wealth Management we help people live life on their own terms. We help our clients achieve their most important life and legacy goals.” — firm_official
- Differentiators — positions as the single partner at the center of a client's whole financial life, aligns all aspects of a client's financial world with family values, addresses the time scarcity of financially successful families, thirteen-plus years in practice as a team, legacy and multigenerational goal focus (high)
- “While many people have worked with advisors that helped with part of their financial picture, they have lacked a true partner at the center of their financial life: a partner that understands their family's values and al” — firm_official
- “We have also found that the more financially successful a person or family becomes, the less time they have to devote to their financial planning.” — firm_official
- Content marketing — none (medium)
- “"articles":false” — firm_official
- Has podcast — no (medium)
- “Each of us is committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.” — firm_official
- Books published — 0 (low)
- “Nick began his practice with Northwestern Mutual in 2009.” — firm_official
- Linkedin url — https://www.linkedin.com/in/nicholasshultz/ (high)
- “"LinkedIn":{"PartialID":"","Value":"https://www.linkedin.com/in/nicholasshultz/"}” — firm_official
- Social presence — linkedin_active, instagram (medium)
- “"Instagram":{"PartialID":"","Value":"https://www.instagram.com/nickshultz_omniwealth"}” — firm_official
- “Omni Wealth Management, Northwestern Mutual's Post” — social_or_third_party_db
- Press awards — Northwestern Mutual Forum qualifier, top producing Advisor, 2017 onward, Northwestern Mutual 5-Star Pathfinder since 2019, Northwestern Mutual Lives Leaders' Summit qualifier, 2013 (high)
- “In 2013, Nick qualified for the Lives Leaders’ Summit conference for the first time, which represents the top advisors across the company. Beginning in 2017 and every year since, Nick has qualified for Northwestern Mutua” — firm_official
Visual brand
- Has distinct logo — yes (high)
- “"IsColor":false,"IsPCG":false,"IsPrimary":true,"IsTransparent":false,"IsWhite":false,"SubType":null,"Type":"Web","URL":"https://media.northwesternmutual.com/images/field/team/391/logos/f3c1b60c-463d-4458-7cfd-827153ec25c” — firm_official
- Logo url — https://media.northwesternmutual.com/images/field/team/391/logos/f3c1b60c-463d-4458-7cfd-827153ec25c1.png (high)
- “"IsPrimary":true,"IsTransparent":false,"IsWhite":false,"SubType":null,"Type":"Web","URL":"https://media.northwesternmutual.com/images/field/team/391/logos/f3c1b60c-463d-4458-7cfd-827153ec25c1.png"” — firm_official
- Visual brand notes — Single-navy palette on white. Heavy geometric sans wordmark 'OMNI' with lighter 'Wealth Management' beneath; circular badge enclosing a stylized tree. Corporate-conservative, growth/legacy symbolism, muted getty-style hero photography. (high)
- “"SiteTitle":"Omni Wealth Management","UseNMWMCLogo":false,"alternativeInvestments":false,"articles":false,"customEmail":"","customIframe":false,"dbaLogoWidth":"300px"” — firm_official
- “"URL":"https://media.northwesternmutual.com/sites/images/hero-large/f085f06c-e98b-4375-859d-b7dba826bc0d.jpeg","MobileURL":"","Owner":"94e41d6e-c8b9-42d3-9d3e-f10b2ede2cf2","AltText":"getty-images"” — firm_official
