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We build solutions to grow your wealth.

Nicolet National Bank Wealth Management

Nicolet Bank was formed to challenge the status quo. We believe in Real People having Real Conversations as the start of a Real relationship.

We challenge the status quo through complete transparency and by following our own advice. We would never recommend investments that we wouldn’t use ourselves. We use words like Responsive, Personal, Memorable and back it up with actions.

We have helped many people on the way to meet their financial goals. We will do the same for you.

Investment Management

Investment Management

We take the confusion out of investing.

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Trust and Fiduciary Services

Seasoned advice for complex situations.


Wealth Management Team

Our experts are here to guide you.


Investment and insurance product:

Nicolet Advisory Services, LLC, is an investment adviser, registered with the U.S. Securities and Exchange Commission, and an affiliate of Nicolet National Bank.  Securities offered through Private Client Services (“PCS”), member FINRA/SIPC.  PCS is not affiliated with Nicolet National Bank, Nicolet Wealth Management or Nicolet Advisory Services.

Check the background of the firm and investment professional(s) at FINRA’s BrokerCheck.