Nick Faulkner started Testament Wealth Management after spending nearly a decade working at larger wealth management firms. He wanted to build a firm that was focused on helping individuals, families, and business owners in a comprehensive planning manner. Integrating all aspects of their financial life, not just managing their investments or selling the products.

When you evaluate someone’s life and their financial plan – all aspects should be included in that – tax planning, investment management, cashflow & budgeting analysis, retirement planning, education planning, family planning, insurance planning, estate planning, etc. All of these areas are incredibly important. Nick wanted to create a firm where clients could feel a fully integrated financial planning approach.

Nick is an alumnus of The University of North Carolina at Wilmington, a proud husband, father, and avid sports fan. He regularly attends The King’s Chapel church in Raleigh and loves playing golf with his family and friends any chance he gets.

Nick Faulkner, CFP®

Founder