Wealth Management / Trust and Fiduciary Services
Helping you plan for tomorrow.

Trust and Fiduciary Services

Nicolet’s trust professionals can guide you through the complex and often-emotional decisions of planning your legacy goals.

Holding hands

Customized Services

Our customized services to build and preserve your wealth include:

  • Wealth transfer planning
  • Personalized trust solutions
  • Foundations and endowments
  • Trust administration
  • Estate settlement
  • Guardianships
Couple on bench

Our Capabilities

Depending upon your needs and situation, Nicolet can act in the capacity of:

  • Sole trustee
  • Co-trustee
  • Successor trustee
  • Personal representative
  • Co-personal representative
  • Guardian of the estate

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.