Nicholas Guido

Nicholas Guido, CFP®, is a Partner and COO at Chicago Partners Wealth Advisors, where he is responsible for firm management and delivering strategic wealth management solutions to the firm’s clients. His primary focus is on advising high-net-worth and ultra-high-net-worth individuals, specializing in multi-asset portfolio construction and holistic financial planning, including investment management, tax optimization, and advanced insurance strategies.

Before joining Chicago Partners in 2013, Nicholas gained valuable experience at Ameriprise Financial Services and as a Branch Services Associate in the Ultra High Net Worth sector of UBS Financial Services. He currently also serves as a board member at FinTurk, reflecting his ongoing commitment to improving industry best practices.

Nicholas holds a Bachelor of Science in Finance & Economics from North Central College and completed his CFP® certification in 2018, while also advancing as a CFA Level II candidate. He is recognized for his expertise in strategic asset allocation across equities, fixed income, and insurance-based solutions, helping clients achieve long-term financial security and resilience through diversified investment portfolios.