Nicoletti Financial Group

Overview

The group is based in Palm Beach. Peter Nicoletti is registered with Stifel, Nicolaus & Company, Incorporated, where he is listed as a Financial Advisor.¹ Private wealth management is the team’s primary focus.³

History

The website identifies Peter A. Nicoletti as founder of The Nicoletti Financial Group.² FINRA records show that his registration with Stifel began on December 1, 2015.¹ His biography states that he began his career with John Hancock Financial and moved into wealth management more than 20 years ago.²

Leadership

Peter A. Nicoletti is Managing Director/Investments.² Amanda L. Campbell, CPFA®, CRPC®, is First Vice President/Investments.² Ron A. Bekins is Portfolio Analyst.² Patrick J. Bombard is Client Relationship Manager.² Dina M. Vieira is Operations Supervisor.² Kelly Bertolino is Client Service Associate.²

Services

The group provides investment management and advisory services.³

Wealth planning addresses retirement, assets, insurance, education funding, risk, business sales, philanthropy, and Social Security.³⁴

Estate and trust services include estate planning and access to lending and trust resources through Stifel affiliates.³⁴

Retirement plan services support plan design, implementation, participant education, investment review, and administration.⁵⁶

What the firm offers

• Investment management
• Financial planning
• Estate planning
• Trust and fiduciary
• Philanthropy
• Administration and bill pay
• Risk and insurance
• Retirement planning

Client focus

Peter Nicoletti’s biography identifies affluent individuals and families planning for retirement, inheritance, and significant liquidity events as client groups.² He also works with business owners through potential liquidity events and sale considerations.² Amanda Campbell works with affluent families, business owners, and retirement plan sponsors on investment and wealth management strategies.²

Investment philosophy and approach

The firm says its client work is grounded in trust and confidence, with attention to each client’s circumstances.⁷ Its wealth planning process considers retirement planning, asset allocation, net worth, insurance needs, estate planning strategies, and education funding.⁴

FAQs

Related resources

• LocationMultifamily offices in Palm Beach

  This Palm Beach directory helps affluent families and business owners compare the types of wealth management firms serving the area. It can provide local context when considering services such as investment management, financial planning, retirement planning, trust administration, and insurance advice.

• Network siteEstatePlanner.com

  EstatePlanner.com offers plain language guides on wills, trusts, and related decisions. A reader can use these materials to prepare questions about estate planning, fiduciary arrangements, philanthropy, and family wealth before speaking with a Palm Beach advisory team.

• Network siteFamilyBusinesses.com

  FamilyBusinesses.com combines a directory with playbooks for family owned companies. Business owners can use it to think through succession, governance, liquidity, and personal financial planning needs that may connect with investment management, retirement planning, or trust services.

• GuideThe annual MFO review

  The annual MFO review provides a recurring reference point for understanding developments among multifamily offices. Readers can use it to frame questions about investment management, administration, family governance, philanthropy, and support for affluent households or business owners.

• Similar firmsLegacy Family Office, LLC
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  Profiles for Legacy Family Office, LLC, Element Pointe Family Office, and Legacy Trust Family Wealth Offices offer additional points of comparison on this site. Reviewing these firms can help a reader identify questions about planning, investments, trusts, fiduciary work, and family office administration.

Sources

1. FINRA BrokerCheck, Peter Anthony Nicoletti, accessed October 23, 2026
2. The Nicoletti Financial Group, Meet the Team, accessed October 23, 2026
3. The Nicoletti Financial Group, Our Services, accessed October 23, 2026
4. The Nicoletti Financial Group, Private Wealth Management, accessed October 23, 2026
5. The Nicoletti Financial Group, Corporate Executive Services, accessed October 23, 2026
6. The Nicoletti Financial Group, 401(k) Plan Participants, accessed October 23, 2026
7. The Nicoletti Financial Group, accessed October 23, 2026

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.