Nick Savas, CFP®, RICP®
Financial Advisor | SixPoint Financial Partners
Nick helps mid- to late-career professionals design a life where work becomes optional, without sacrificing lifestyle or financial security.
Financial planning should connect every part of your financial life.
Nick Savas works with SixPoint Financial Partners to help mid- to late-career professionals design a life where work becomes optional, without sacrificing lifestyle or financial security.
As a CERTIFIED FINANCIAL PLANNER™ professional and Retirement Income Certified Professional®, Nick specializes in guiding clients through retirement planning, tax efficiency, investment management, and estate planning.
His approach is straightforward: Discover & Define goals and current picture. Plan & Strategize to build a roadmap for financial independence. Implement & Monitor the plan as life evolves. Educate & Empower so clients can make confident decisions.
At SixPoint, Nick emphasizes independence and fiduciary duty, ensuring that every recommendation is guided by client needs, not quotas or proprietary products. His goal is to deliver objective, transparent advice that helps clients make the most of their savings, manage taxes thoughtfully, and focus on what matters most.
Family, travel, and a lifelong golf project.
Outside the office, Nick and his wife, Alexandra, are raising their three children, Elias, Lucas, and Elena, in Fairport.
He enjoys traveling with his family and is always working on improving his golf game, a lifelong project.
Planning for the next important chapter
Individuals and couples approaching or living in retirement
Families with $1 million or more who want coordinated advice
People managing pensions, 401(k)s, taxes, and Social Security decisions
Business owners balancing personal and company finances
Delegators who value an organized team and a repeatable planning process
Six connected areas. One coordinated financial life.
Nick and the SixPoint team organize planning around the areas that most often shape a family’s ability to live well today and prepare confidently for tomorrow.
Investments
A strategy aligned with your goals, time horizon, income needs, and comfort with risk.
Retirement Income
A plan for turning savings, pensions, and Social Security into sustainable income.
Risk Management
Protection for the people, assets, and plans that matter most.
Tax Planning
Forward-looking decisions designed to improve coordination and reduce avoidable surprises.
Estate Planning
Thoughtful coordination of beneficiaries, documents, ownership, and family communication.
Custom Goals
Planning built around your family, priorities, opportunities, and definition of a meaningful life.
Start with the questions most relevant to you.
Explore practical guides and specialty planning resources created to help you understand your choices before making important financial decisions.