Our Services

Our services cover all areas of financial management, from investment and retirement planning, to risk management strategies and issues surrounding estate planning. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to pursue both short- and long-term goals.

Our Investment Strategy

At The Nicoletti Wealth Management Group, our goal is to help you pursue your goals.  We strive to provide each client with a comprehensive plan designed to help preserve and grow their wealth. Getting to know you is an integral part of building and developing your portfolio.

While portfolios may have similar characteristics, each portfolio is tailored specifically to each client.  Your financial status, as well as your long-term goals and objectives, are all necessary to understand in order to develop a customized investment strategy. We are personally invested in helping you plan and pursue the financial future you want.


The Consultative Process

The basis for successful investing lies in understanding each client's goals, objectives, risk tolerances, and return expectations.

Develop an Understanding
The investment process begins with a comprehensive understanding of the client's present financial situation.  We need to understand their goals and objectives, as well as the level of risk at which they are comfortable.  In addition to financial-related issues, it is just as important to understand our clients from a non-financial viewpoint.  This includes understanding the client's personal likes and dislikes, family background, etc.  This thorough investigation allows our team to better understand our clients.

Conduct an Analysis
The second phase of this process is completed through an analysis of the client's current financial standing.  The purpose is to ensure that their current investments are matched with their financial objectives and goals stated in the first phase.

Implementing an Investment Plan
In this phase, we develop and implement an investment strategy.  This strategy will encompass the following areas:

  1. The Client's Goals and Objectives
  2. Risk Tolerance
  3. Duration of Investment
  4. Current Market Conditions

Ongoing Commitment and Service
The final step of the process is a periodic review encompassing the client's investment objectives, portfolio performance, and our progress in working toward their goals.  This ongoing commitment is also used to reconfirm financial goals and objectives.

  • Financial & Wealth Planning through Stifel Wealth Planning Department
  • Estate Planning Strategies
  • Retirement Planning
  • College Planning
  • Professional Money Management
  • Insurance Liability Planning


Stifel does not offer legal or tax advice. You should consult with your legal and tax advisors regarding your particular situation.