WICK INVESTMENT GROUP

We help create financial security and peace of mind for individuals and their families by providing a high level of service that meets and often exceeds their expectations. We are dedicated to helping our clients achieve all of their financial goals, whether it is retirement funding, college tuition, home purchasing, tax issues or estate planning... Our approach to successful investing starts by building a partnership with our clients. We listen to their goals and plans, and together we design a long-term blueprint for their financial future. This plan becomes the foundation for building a sound portfolio. Throughout the years, we monitor these portfolios and meet with my clients to review their ever-changing needs and ensure necessary adjustments are made to their investment goals. We work closely with specialists (attorneys and CPAs) in dealing with these specific needs.

Primary location: Brookfield United States