Investment Philosophy

Understanding investment risk educates one to the fact that just by achieving expected long-term portfolio return rates does not guarantee that an investor will be able to meet his or her retirement goals.  It is not only the magnitude of the returns that matter, but it is the order of the returns that matter.

Paramount to successful investing is the need to protect one's capital. Preserving capital is one of the most important tenets of investment management.  It matters little how great your returns are if you give it all back in the next down market. 




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Nicotera Wealth Management

313 Ushers Road, Ballston Lake, NY 12019
Phone: (518) 877-6600 or (888) 536-9477
Fax: (518) 877-6733
Securities and advisory services offered through LPL Financial,
a Registered Investment Advisor, Member FINRA/SIPC
LPL Financial does not offer, supervise or endorse the other client services DBA may offer.

No strategy ensures a profit or protects against a loss. Investing involves risk including possible loss of principal. Past performance does not guarantee future results.

No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdiction. Registered Representatives of LPL Financial whose identities and associations with Nicotera Wealth Management are disclosed on this site may only discuss securities or transact business with persons who are residents of the following states: CA, CT,  DC, FL, GA, IL, MA, MD, ME, NC, NJ, NY,  OH, SC

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