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