Wealth Management / Investment Management
Tailored investment solutions for every life stage.

Investment Management

In addition to expert guidance, benefit from a consolidated view of your assets in our mobile and online investment app.

Early Investor

Start planning and saving early. Learn the fundamentals. We can help make it easy and cost efficient. The most important aspect at this stage is to start.

  • Automated Portfolio Investing
  • IRA's
  • Financial Planning
  • Savings
Simplified Asset Management (SAM)CONNECT WITH US

Life Changes

Life is guaranteed to change; marriage, children, job changes, relocation.

  • College savings
  • IRA's
  • Mutual funds
  • Equities
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Seasoned Investor

You have worked hard to accumulate assets. Now, prepare for the next steps in your life. Retirement planning, consolidating retirement assets, sale of business, trust and estate planning.

  • Automated-portfolio investing
  • Rollover guidance
  • Mutual funds
  • Financial planning
  • Trust and estate planning
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Reference Documents

Customer Relationship Summary

Nicolet Advisory Services Disclosure Brochure

Nicolet Advisory Services WRAP Disclosure Brochure

Wealth Management Brochure

 

BrokerCheck

Investment and insurance products:

  • Are Not FDIC Insured
  • May Lose Value
  • Are Not Bank Guaranteed
  • Are Not Deposits Are Not Guaranteed by Any Federal Government Entity
  • Are Not a Condition to Any Banking Service or Activity

Nicolet Advisory Services, LLC, is an investment adviser, registered with the U.S. Securities and Exchange Commission, and an affiliate of Nicolet National Bank.

Advisory services offered through Nicolet Advisory Services, LLC, a Registered Investment Advisor. Securities and insurance products offered through Private Client Services ("PCS"), member FINRA/SIPC. PCS is not affiliated with Nicolet National Bank, Nicolet Wealth Management or Nicolet Advisory Services.

Trust services are offered through Nicolet National Bank, a national bank with trust powers.

Past market activity is not indicative of future results, and changes in any assumptions may have a material effect on projected outcomes. Investing in securities entails risk, and the potential for losing money always exists when investing in securities. Asset allocation, rebalancing, and asset diversification will not ensure account protection in a declining market, and cannot be relied upon to enhance gains in a rising market.

Neither Nicolet Advisory Services nor its affiliates offer tax or legal advice. Investors should consult with their legal and tax professionals before making investment decisions.