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Non-deposit products: Are not FDIC insured; Are not deposits; May lose value.
Wealth Management / Select Service Team
Investing is complex, let us simplify it. Welcome to The Select Service Team.

The Select Service Team

The Select Service Team at Nicolet Wealth Management focuses on helping people in the early stages of their investing journey who may not have a current need for broader financial planning services. To get started the Select Service Team will have you go through a risk questionnaire that will help determine how much risk you are comfortable with and then will recommend a Nicolet Wealth Management model that fits accordingly.

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Goals

Complete a questionnaire to establish an objective, risk tolerance and timeline.

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Tailored Portfolio

Based on your information provided we will recommend a suitable portfolio.

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Open Account

After your goals and portfolio have been determined we will establish an account.

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Support

We will monitor your portfolio and rebalance as needed.

Connect With Us

 

 

Personalized Investment Guidance

Whatever your objective we can help you get on track.

Professionally Managed Risk-Based Strategies

Designed, created and monitored by our Wealth Management Investment Committee.

Rebalancing

Maintain your target allocation when the market causes your allocation to drift.

Auto-Deposit

Setup automatic deposits from your bank account to your investment account.

Service

  • Access to a licensed Nicolet Financial Advisor
  • Annual review conference call
  • Online account access

Annual Fee of .75%

 

BrokerCheck

Investment and insurance products are subject to risks, including possible loss of principal, and are:
• NOT FDIC insured  • NOT insured by any federal government agency
• NEITHER deposits or other obligations of, NOR guaranteed by, Nicolet National Bank or any of its affiliates.

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 and retirement plan level services 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.