Nicholas Ramstetter

Wealth Advisor

Nick always thought he’d be a banker. The spark caught early—his grandfather introduced him to the stock market around age 14—and it was fanned at a high-school job at a country club, where a larger-than-life Smith Barney advisor showed him how finance could be both human and high-impact. Advising became the path; if not this, he jokes he’d be the “cousin to an advisor”—a wholesaler—because building relationships is the through-line.

He shows up for clients with equal parts curiosity and discipline: read widely, work out, keep perspective, and practice gratitude, especially when it is hard. Long term, his dream is simple and generous: an off-the-grid compound with room to host friends and family for unhurried stretches of time.

Life at home is joyfully full. He and his wife welcomed their first child on July 1, 2025, and nothing brightens a day faster than seeing his daughter. A seven-year-old standard poodle, Bentley, supplies comic relief and proof that dogs can be wicked smart. He is candid about community: formal volunteering will come—especially through his children’s school—while, for now, he over-tips as a small, steady way to give back.

Ask him what wealth means and he will keep it crisp: waking up every day with a sense of agency—the freedom to choose, to provide, and to be present for the people who matter most.