Wealth Management Minimums & Discounts
Attainable Minimum for Maximum Potential
At Nicotera Wealth Management, our personalized services cater to individuals, couples, and businesses, aiming to transform your financial future. We offer comprehensive financial planning and investment management for those with $500,000+ to invest. We do make exceptions for those relatively close to meeting the minimum now or will within two years via retirement, a job change, inheritance, or other windfalls that would suffice.
Starting Your Personalized Financial Journey
When you start your financial journey, we’ll help you identify eligible accounts to meet our $500K minimum, including dormant retirement plans, IRAs, and more. If you anticipate reaching $500K within 24 months, we’ll waive the minimum to start your journey now.
Leveraging Family Wealth with Individual Privacy
Getting Ready to Retire?
The Top 20 Questions You Need To Ask and Answer Before Retiring
Are you ready to retire but anxious about the what-ifs and unknowns? Not sure where to start? Download our free guide, “The Top 20 Questions You Need To Ask and Answer Before Retiring,” and gain insights and knowledge to help you with one of life’s most important decisions.
