Securing your dreams takes effort and energy, leaving little time for wealth management.  We can take that responsibility off your hands while helping you achieve your goals. With us as your wealth advisors, you will enjoy the confidence that comes from knowing that one of the leading wealth management companies in the area is handling your plan.

Since 1993, we have been helping our clients work toward financial security with our personalized approach to wealth planning, accumulation and preservation. Rest assured that our goal is to help you maintain the standard of living to which you have become accustomed and to preserve your wealth for your children and grandchildren. In developing and maintaining a well thought-out wealth accumulation plan, we focus on a variety of personalized strategies. We have access to the broadest range of non-proprietary financial products from which to choose to help accomplish your goals. We Offer:

• Wealth Planning	• Investment Management
• Concentrated Stock Management	• Estate Planning
• Insurance Planning	• Retirement Planning

Wouldn’t you rather be playing the back nine at Pebble Beach or flying to that special sun-soaked island rather than dealing with multiple financial service companies? Our proactive approach to client service is all about saving you time and worry. This unique structure means we can help meet all your financial investment needs, eliminating the complexities associated with working with more than one company. Our comprehensive service approach is supported by a team of professionals that will work hard to help you work toward your personal financial goals.

As you can see, we offer a full range of services, but regardless of which service you choose, we will review your portfolio proactively, to anticipate your needs beforehand. This process is designed to ensure that your investments keep pace with the changes in your life. Our mission is to inspire you to make the right decisions for your financial future. You will enjoy and appreciate the numerous benefits of being part of the Nicotera Wealth Management family. This alliance entitles you access to industry professionals, educational workshops and a variety of social events for the whole family. Come work with the Nicotera Wealth Management – where we strive to enhance our clients’ quality of life through our values-based planning services, freeing your mind to enjoy the things that are important to you.