Wealth Advisory Office

The network tailored to your needs

Access is critical, and your network can help determine sustainable success. At Nicollet, we incorporate an objective team to serve your needs. We do not do everything in house, but we are connected with other entities across the US that can help be proactive in serving your portfolio, estate, professional, and personal needs. The services are comprehensive. Here are some of the items our team and our network do:

  • Financial Planning and Analysis

  • Trust and Estate Planning

  • Custom Lending Solutions

  • Multi-Generational Planning

  • Insurance Strategy Planning

  • Tax Strategy Planning

  • Wealth Transfer Strategies

  • Foundation and Endowment Management

  • Family Governance

  • Cash Flow and Income Forecasting