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Asset Management

You and your family work hard to accumulate assets over a lifetime

Estate Planning

For some people, financial planning is mainly concerned with how best

Financial Planning

Many individuals confuse financial planning with general savings and

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Nicholas Chiricosta CFP®, MPAS®, EA, CRPC®, AWMA®

Founder and Wealth Advisor

As Founder/Wealth Advisor for Utopia Wealth Management, Nick specializes in providing customized wealth planning solutions to high net worth individuals...

Marisol Andreoni

Wealth Analyst

As Wealth Analyst at Utopia Wealth Management, Marisol's primary focus is client service and support. She plays a central role in enhancing the client experience by...

YOUR WEALTH. MANAGED WITH INTENTION.