Do you want to sit at the desk of the person who is actually managing your money or with someone who is just passing along that management for a fee?

The recent fluctuation in world markets has underscored once again how vulnerable most portfolios are during downward cycles.

Aiming to protect wealth is the foundation of our portfolio design and management.*

Staying in touch is easy! Set up a video call and get face-to-face with us now.
Get an overview on how our process works and how it may help protect your wealth.

The Stress Test is an analysis of your portfolio to determine if it is vulnerable under various economic scenarios.

Check the background of this firm on FINRA’s BrokerCheck

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.

*There is no guarantee any investment objective will be met. No strategy ensures a profit or protects against loss.

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

Computer modeling and quantitative analysis are subject to error. These tools may yield data that is inaccurate and unreliable.

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