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Comprehensive Wealth Management We Challenge the Status Quo Through Complete Transparency investment management solutions Comprehensive Wealth Management We challenge the status quo through complete transparency Our process is designed to create shared success. Transparent and by following our own advice. fees. No proprietary fund families. Just an honest conversation We would never recommend about your goals and how we can help you reach them. investments that we wouldn’t use ourselves. We use words Who What How like Responsive, Personal and We Are We Do We Do It Memorable, and back them up Nicolet Wealth Management is a We recognize that a singular approach to investing is foolish and that We listen. We listen to understand each situation with actions. diverse, experienced group of local the planning is the hard part. We start every meeting with a blank and help formulate a customized plan designed professionals who focus on creating piece of paper. We work backwards, first deciding on what the end to achieve success. We practice the phrase, shared success. We are experts goal is, and then work back toward a plan designed to create success. “Real People. Real Conversations.” We have helped many people on the in our respective fields and work We understand that there is no shortcut. collaboratively to create a path for a • High quality investment process way to meeting their financial goals. successful outcome for our clients. No matter what life stage you are in, whether a new investor or are with a focus on downside risk near retirement, we can help. • Commitment to fee transparency We will do the same for you. We choose to work for Nicolet • Best in class partnerships for because of the strong belief that EVALUATING GROWING AND PROTECTING AND research, systems and tools. our purpose is to serve others, and AND PLANNING MANAGING TRANSFERRING • Nonproprietary wealth offerings that our presence has made a real • Proactive, ongoing management difference in the community. and communication Individuals and Families • Comprehensive Financial Planning *† • Investment Management *† • Estate Planning *† • Corporate Trust Fiduciary Advisory – Serve as Active Trustee † • Retirement Planning * Businesses *Advisory Services • Corporate Retirement Plan Services *‡ †Trust and Investments • Planning & Transfer of Business Assets * ‡ Retirement Plan Services • Insurance Planning & Risk Management *† Real People. Real Conversations. NICOLETBANK.COM NICOLETBANK.COM 800.369.0226 Investment and insurance products: Nicolet Advisory Services, LLC, is an investment Securities offered through Private Client Services Are Not FDIC Insured • May Lose Value adviser, registered with the U.S. Securities and (“PCS”), member FINRA/SIPC. PCS is not affiliated Are Not Bank Guaranteed • Are Not Deposits Exchange Commission, and an affiliate of Nicolet with Nicolet National Bank, Nicolet Wealth Are Not Guaranteed by Any Federal National Bank. Nicolet Advisory Services, LLC Management or Nicolet Advisory Services. Government Entity • Are Not a Condition to recommends the brokerage and custodial services Trust services are offered through Nicolet National Any Banking Service or Activity of TD Ameritrade, Inc., member FINRA/SIPC. Bank, a national bank with trust powers. Trust TD Ameritrade is not affiliated in any way with Nicolet Wealth Management is a brand name services utilizes SEI Private Trust Company (SPTC) as Nicolet National Bank or its affiliated companies. that refers to Nicolet National Bank and certain its custody provider. SPTC is not affiliated in any way of its departments and affiliates that provide with Nicolet National Bank or its affiliated companies. investment advisory, trust, retirement planning and insurance services. .
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