Nicolas Tate

Nicolas L. Tate is the Client Experience Associate at Viaggio Wealth. In this role, Nic works closely with Viaggio Wealth clients to ensure their experience is seamless, personal, and focused on what matters most to them. From assisting with account management and day-to-day service needs to supporting the planning process, Nic’s goal is to make every client interaction efficient and meaningful.

Nic earned his bachelor’s degree in Business Administration from Sam Houston State University in 2022 and has worked with Viaggio Wealth for several years. Currently, he is studying for his financial advisory licenses as he prepares to possibly take on a larger advisory role for our clients in the coming years. To Nic, working with Viaggio Wealth and its client isn’t just a job — it’s a career and a calling. Nic is committed to building long-term relationships with our clients and continuing the legacy his father began when he founded the practice.

Outside of work, Nic enjoys spending time with family and friends and his dogs and cats. As an avid animal lover, recently Nic helped his family to foster a pair of 2 week-old abandoned kittens from the Montgomery County Animal Shelter. Nic also enjoys cars, spending time reading and building his collection of Lego sets. These moments help him stay grounded and helps him understand why helping families plan for their futures is so important.

As an important member of the team at Viaggio Wealth, Nic looks forward to growing alongside our clients and being part of their financial journeys for many years to come.