Nicolet Wealth Management, a division of Nicolet National Bank, provides personalized financial planning, investment management, retirement planning, and trust and estate services. Operating as a fiduciary, the firm is committed to acting in its clients' best interests. The current entity was formed after Nicolet acquired Navigator Planning Group, which was subsequently rebranded and integrated into Nicolet's wealth management division to expand its service capabilities and client base.

Founded in

United States