About Us

At Nicollet Investment Management, we optimize wealth and preserve values—thoughtfully building enduring legacies for affluent families through uncompromising excellence and fiduciary integrity.

Couple with peace of mind

“A seasoned team of specialists delivering tax-efficient portfolio construction and values-aligned wealth strategies.”

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Our Mission

To build enduring legacies through principled, long-term planning that addresses the core concerns of affluent families:

  • Will I outlive my money?
  • Will my family thrive after I’m gone?
  • Am I overpaying taxes or under-optimizing my giving?

We deliver clarity, confidence, and multi-generational peace of mind.

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Our Vision

To become the premier fiduciary wealth advisory office in the Upper Midwest, trusted by high-net-worth individuals and families for custom portfolios, comprehensive planning, and multi-generational clarity.

We grow thoughtfully through flagship strategies, advisor partnerships, technology-enhanced experiences, and regional presence—always human-led and client-first.

Upper Midwest
investments
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What Sets Nicollet Apart

We integrate your full financial life—investments, cash flow, taxes, estate, and risk—into tailored, tax-efficient strategies.

Directly managed custom portfolios meet your unique goals, values, and legacy aspirations, delivering optimization today and preservation for tomorrow.

Ready to Build Your Legacy?

Let’s discuss how our promise can support your family’s future.