Fee-Only Fiduciary Wealth Management | Utopia Wealth Management

Investment Management

We manage portfolios for families, business owners and professional

Estate Planning Coordination

We help your estate plan and your assets work together, in

Comprehensive Wealth Planning

One plan that brings your investments, taxes, retirement, estate and

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

Founder and Wealth Advisor

Nicholas Chiricosta, CFP®, MPAS®, EA, CRPC®, AWMA®, is the founder and wealth advisor of Utopia Wealth Management, an independent, fee-only registered...

Megan Bishton

Senior Wealth Planner

As Senior Wealth Planner at Utopia Wealth Management, Megan focuses on creating personalized financial plans for high-net-worth individuals and families. She...

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...