Nick Schulte - Waverly Advisors

Partner, Wealth Advisor

CPA, CFP®

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.

Areas of Expertise

The framework is organized into six primary pillars, each with detailed sub-specialties that advisors can select as self-identified areas of expertise.

Investment strategy & portfolio management

Comprehensive investment oversight across public and private markets.

Wealth Planning & Strategy

Holistic financial planning and multi-generational wealth stewardship.

Private Markets & Alternative Investments

Access to private equity, private credit, real estate, and real assets.

Family Enterprise & Business Advisory

Business transition, succession planning, and family governance.

Tax, Estate & Legacy Planning

Tax optimization, estate structuring, and multigenerational legacy design.

Specialized Clients Needs

Customized solutions for unique life events and complex situations

Serving with Purpose

A Culture of Connection

Waverly takes its name from a meadow of quaking aspen trees, an ecosystem where individual trees are connected by a shared root system. Since 1999, that idea has inspired our firm: strong relationships, shared values, and the belief that we are better together.

Comprehensive Wealth Management, Connected by Design

Like an aspen grove, every part of a client’s financial life is interconnected. As an independent Registered Investment Advisor (RIA), we bring together investment management, financial planning, tax strategy, trust and estate planning, and family office services to create coordinated solutions that simplify complexity and support long-term success.

A Culture Rooted in Service

Our culture of stewardship is guided by Integrity, Family, Grace, Team, Drive, Empathy, and Community. These values shape every client relationship, every decision, and every interaction. They are the foundation that keeps our people connected and ensures a consistent, high-touch experience across the firm.

The Difference Is Our People

While many firms offer financial advice, our greatest differentiator is our people. Waverly’s advisors, planners, investment professionals, tax specialists, and support teams work together to deliver thoughtful guidance and personalized solutions. It is this collaborative approach, and our commitment to serving clients with excellence and care, that transforms financial advice into lasting relationships.

Education

Bachelor of Business Administration in Finance, University of Cincinnati (2010)

Community Involvement

Leads the Class of 2005 Endowment Committee for St. Xavier High School
Coaches flag football at Cincinnati Hills Christian Academy

Ask Me About

How to make your money work smarter with both a CFP® and CPA lens
The joy of finding a great vinyl record in the wild
Why I’ll never give up on the Bengals or the Reds