Melissa DeVantier is Vice President in the trust department of Nicolet Wealth
Management. Melissa practiced as an estate planning attorney for sixteen years prior to
joining Nicolet. After completing law school and her MBA program in 2004, her practice
focused on estate and succession planning for business owners. Over time, that focus
grew to encompass estate planning for clients with complex needs, including blended
families, real estate investors, and families looking to implement estate tax and asset
protection strategies. Her experience in private practice gives her a unique perspective as
she works with Nicolet customers to plan and administer their estate plans. Melissa serves
Nicolet customers as a non-billable legal resource to evaluate estate planning options,
review current estate planning documents, and discuss changes in the law that might
affect a customer’s existing plan. She acts as a liaison between Nicolet customers and
their legal and tax advisors to ensure that plans are created and updated in a
cost-effective and tax-efficient manner.
Investment and insurance products:
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.