Call Us Call Us
Phone: (502) 855-3155 / / Visit Us!

Here’s our story. We look forward to hearing yours.

Our Team


J. “Curry” Nicholson, Jr., CFP®
Managing Partner / Wealth Advisor

Curry provides personalized and comprehensive financial planning for his clients through his affiliation with Capital Wealth Management and Magnate Wealth Management. His approach is based on the understanding of a client’s needs and goals and implementing planning and investment strategies aligned to meet the client’s objectives. He prides himself on honesty, loyalty and providing unbiased information to those he serves. Curry believes these characteristics are vital in establishing long-term business relationships.

Curry’s practice is geared toward addressing retirement accumulation and income distribution, large asset purchase accumulation, , development of efficient wealth transfer strategies, education funding and risk management strategies including; disability income, long term care, and life insurance planning for individuals. For corporate clients, employee benefit analysis and retirement plan design and investment management are of paramount importance.

Professional Designations

Formal Education & Experience
Capital Wealth Management / Silver Oak Securities: Registered Representative & Investment Advisor Representative
Magnate Wealth Management: Managing Partner, Investment Advisor Representative
Life, Health, Variable Life, Variable Annuity, Property & Casualty Insurance Licenses
Bellarmine University – Certificate in Financial Planning
University of Kentucky – Bachelors of Business Administration in Finance & Economics

Civic Involvement
Uspiritus – Board of Directors, Chairman
Anchorage Presbyterian Church - Member
Boy Scouts of America (hold rank of Eagle Scout) – Volunteer
Boys & Girls Club of Kentuckiana – Volunteer
Habitat for Humanity – Volunteer

To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at or call us at (502) 855-3155 today!

By contacting us, you may be offered information regarding the purchase of insurance and investment products.

Access Our Retirement Kit
Enter your information below to request this kit including three separate guides that address several retirement topics.

  • At Capital Wealth Management, we help create sound retirement income strategies for people in or nearing retirement so they can have confidence that their retirement income will last as long as they do.
    Learn More
    Registered Investment Advisory services offered through Magnate Wealth Management, LLC., a Registered Investment Adviser. Securities and advisory services offered through Silver Oak Securities, Inc. Member FINRA/SIPC. Magnate Wealth Management, LLC., Capital Wealth Management, LLC. and Silver Oak Securities, Inc. are separated entities.

    *Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

    The 10 Things to Know About Planning Your Retirement Income Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.