Nick Schulte joined Waverly Advisors as Partner, Wealth Advisor in September 2025. Nick Schulte is the founder of Brass Tax Wealth Management, where he brings nearly two decades of experience in the financial industry to help individuals and families build clarity and confidence around their financial futures. With a dual designation as a CFP® and CPA, Nick specializes in retirement planning, risk management, cash flow optimization, estate strategies, and tax-efficient wealth building. His client-first approach ensures every financial plan is tailored to the unique goals and circumstances of the people he serves—from strategy development to ongoing plan monitoring.
Since founding Brass Tax in 2016, Nick has been committed to delivering thoughtful, personalized guidance that empowers clients to make smart decisions, enjoy their wealth, and leave lasting legacies.
Nick lives in Sharonville with his wife Ianthē and their two sons, Porter and Elliott. He’s a passionate golfer, a loyal Cincinnati Bengals and Reds fan, and a vinyl record collector always on the hunt for the next great find.
Education:
Bachelor of Business Administration in Finance, University of Cincinnati (2010)
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