Nicotera Asset Management LPL

Welcome to Nicotera Wealth Management, a firm dedicated to safeguarding your wealth and delivering positive returns. Founded in 1998, we have been serving clients for over two decades, providing them with personalized investment strategies tailored to their unique needs and goals. Our team is committed to understanding your financial objectives and providing you with the best possible service.

We believe that investment success is built on a strong foundation of risk management. In today's volatile market, it's more important than ever to protect your wealth from downturns. That's why we make it our priority to design and manage portfolios that aim to preserve your wealth during market fluctuations.

Our firm is registered with the Financial Industry Regulatory Authority (FINRA) and Securities and Exchange Commission (SEC). We offer securities and advisory services through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Our registered representatives 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.

Our Investment Process

At Nicotera Wealth Management, we use a disciplined investment process that is designed to manage risk and deliver consistent returns. Our process begins with understanding your financial goals, risk tolerance, and time horizon. We then conduct a thorough analysis of your existing portfolio, including a stress test to determine its vulnerability under various economic scenarios.

Based on this analysis, we develop a customized investment strategy that is designed to meet your goals while managing risk. Our investment approach is based on rigorous research, computer modeling, and quantitative analysis. However, we recognize that these tools are subject to error and may yield data that is inaccurate and unreliable. That's why we use a diversified portfolio approach that is designed to manage risk and deliver consistent returns.

Our Investment Philosophy

Our investment philosophy is centered around protecting your wealth while delivering positive returns. We believe that a well-diversified portfolio is the key to managing risk and achieving long-term investment success. We use a variety of investment vehicles, including stocks, bonds, mutual funds, and exchange-traded funds (ETFs), to construct portfolios that are tailored to your unique needs and goals.

We believe in taking a disciplined, long-term approach to investing. We avoid making emotional decisions based on short-term market fluctuations and focus on achieving your long-term financial goals.

Why Choose Nicotera Wealth Management?

At Nicotera Wealth Management, we are committed to providing you with the best possible service. We believe that our focus on risk management, customized investment strategies, and disciplined investment philosophy set us apart from other investment firms.

We understand that investing can be complex and confusing, which is why we strive to make it as simple and transparent as possible. We believe in building long-term relationships with our clients, based on trust, integrity, and exceptional service.

If you're looking for a trusted partner to help you manage your wealth and achieve your financial goals, we invite you to learn more about Nicotera Wealth Management.