Nicole Milone, RICP®

Helping women rebuild with confidence after divorce or losing a loved one.

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Solaris Strategic Wealth Nicole Milone, RICP®

Charlotte, NC

Serving Clients Nationwide

Helping women rebuild with confidence after divorce or losing a loved one.

(704) 315-5623

Website

Areas of Focus

Business Owners
Business Transitions
Divorce Financial Planning
Financial Planning
High Net Worth Retirement Planning
Insurance
Investment Management
Long-Term Care
Loss of Spouse or Partner
Women & Wealth

About Nicole Milone, RICP®

Hi, I’m Nicole Milone, Chief Wealth Advisor and Co-Founder at Solaris Strategic Wealth.

I know what it feels like when life changes overnight. When my business partner, mentor and dear friend Debbie passed away, I lost all three at once. In the middle of my grief, I had to make major financial and business decisions I never planned to make. That experience changed how I serve my clients.

Today, I work with women navigating divorce or the loss of a spouse. These moments often arrive with a stack of decisions and very little time to think. What do I do with the house? Will I have enough? Who do I trust? I help you slow down, see the full picture, and take the next right step, one decision at a time. My goal is to take the financial weight of a major life change off your shoulders so you can focus on healing and rebuilding.

I bring more than 30 years of experience in financial services, from small companies to a Fortune 50 bank. As a Retirement Income Certified Professional (RICP), I help clients turn what they have into a clear spending plan and dependable income for the years ahead. Together, we build a strategy that reflects your values and the life you want to create next.

Whether you are in the first weeks of a loss or a few years into a new chapter, I meet you where you are, with patience and honesty.

Outside the office, I’m a proud mom who loves cheering on my kids in musical theater and cheerleading. I love to travel, especially cruising, and when fall arrives you’ll find me cheering on my beloved Huskers.

To me, financial planning isn’t just about numbers. It’s about helping you feel confident and in control again.

Professional Designations

Retirement Income Certified Professional (RICP)

Affiliations

Financial Planning Association
The AGC

Primary Location

Charlotte NC

Additional Locations

📍 Las Vegas NV

Meeting Options

Video Conference
In-Person
Phone

Book Intro Call

Compensation Methods

Commissions
Fee Based
Percentage of Assets Managed
Subscription

What to expect in the first meeting

Click the 'Book Intro Call' button above to get in touch and schedule a free introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.

Offers Investment Management

Yes

About Solaris Strategic Wealth

Solaris Strategic Wealth is an independent wealth management firm based in Charlotte, North Carolina. Most advisors manage your money. We take the financial weight of a major life change off your shoulders, serving as a financial quarterback when you need one most.

Who We Serve

We specialize in working with women navigating divorce or the loss of a spouse. These transitions often bring urgent decisions about the house, retirement accounts, insurance and income, usually at a time when you are already overwhelmed. We also welcome anyone facing a major life change who wants a steady, experienced partner by their side.

Our Philosophy

Our focus is on purpose rather than profit. We believe no one should have to make life-changing financial decisions alone or in a rush. Our mission is to educate and empower you so you can move forward with confidence, enjoy the life ahead of you, and leave a legacy you can be proud of.

Our Approach

We start by listening. We take time to understand where you are today, what has changed, and what matters most to you now. From there, we help you prioritize decisions, build a clear spending plan, and create a roadmap for the years ahead. Through our custom financial planning experience and concierge service, we stay with you through each step of your new chapter.

Education

University of Central Florida, Bachelor's degree, Finance, General

Hobbies and Interests

Beach
Cooking
Entertaining
Family
Football
Music
Tequila
Traveling
Walking
Wine
Yoga

SEC Lookup

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FINRA Lookup

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Who We Serve

Baby Boomers
Business Owners
Corporate Executives
Divorce
Dual Income Family
Entrepreneurs
Families
Gen X
High Net Worth
Intergenerational Families
LGBTQ
LGBTQ Couples
Living in Retirement
Single Women
Widow
Women in Transition
Women Professionals
Women’s Finance

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Get answers to frequently asked questions regarding the services offered by Nicole Milone, RICP® View Disclosures

FAQs

Who does Solaris Strategic Wealth work with?

We work with families, individuals, business owners, self-employed professionals, and retirees, including those navigating a career transition or professional sabbatical. Our team takes a comprehensive, holistic approach to financial planning, tailoring strategies to each client's unique goals rather than applying a one-size-fits-all model. Whether you are just starting your financial journey or managing generational wealth, we meet you where you are.

Can you help me plan for retirement or a major career change?

Yes. We help clients plan for retirement income, review health benefits and retirement plan options, and build strategies for cash flow, emergency savings, and debt management. We also work with clients who are entertaining a career transition, professional sabbatical, or business succession, creating a custom roadmap so you have access to money when you need it, whether that's this year or twenty years from now.