Nolet Wealth Management is a multi-family office that centralizes family financial management and stewards family legacies through a full suite of financial services and advice, tailored to each family’s unique vision.
The core of Nolet Wealth’s philosophy is a dedication to support and serve families with generational wealth over the long term. We invest time and resources to understand every client’s specific needs, making us more than just a financial manager – we are a collaborative partner.
As we partner with families, our initial goal is to understand their nuanced and ever-changing needs. We listen first, and then we meticulously craft a suite of services to support each unique family as it evolves over time.
We provide a tailored solution set and a high degree of personal service by focusing on a small number of clients. This concept differs from many firms where advisors typically work with 50 – 100 families, and even more in some cases. Our targeted approach, combined with an extensive knowledge of multiple firms’ platforms, enables our team to seamlessly execute our clients’ needs instead of diluting our attention across too many priorities.
Our advice is never skewed by incentives towards various products, service providers, or investments. We do not receive compensation from any third-party providers or external sources. We provide our clients with meaningful transparency to all third-party manager fees, allowing our families to understand the true cost of growing and managing their wealth.
We utilize our relationships with best-in-class national and local providers to enhance and bolster the current offerings of each client’s existing providers. We utilize our knowledge and experience in the industry to deliver scale and leverage in all relationships. We manage and improve these provider relationships with our own in-house expertise to source the best investment opportunities and customer service for our clients.
While our in-house relationships and platforms already enable our clients access to a full suite of financial products, we are independent advisors and can work with your existing providers. We provide due diligence and negotiation on a full host of third-party services based on your family’s specific needs. One-size-fits-all is not part of our platform. We focus on bespoke solutions that are tailor-made to each client’s individual needs.
