Wick Capital Partners Employee Directory
Financial ServicesPennsylvania, United States2-10 Employees
Our clients’ financial well-being and accumulation of wealth is paramount. Our mission: - Protect and grow your wealth - Develop a comprehensive financial plan covering all of your financial decisions (Total Wealth Management) - Provide a dedicated/multi-faceted team to manage your wealth - Provide personalized service, including reports customized to your preference - Serve as a fiduciary to you in implementing your Total Wealth Management Plan: Become your trusted advisor on all financial matters Wick Capital Partners is an SEC-registered investment advisory (RIA) firm focused on providing financial planning and wealth management services to our clients. Wick Capital Partners performs the role of your personal CFO; offering sophisticated wealth management solutions beyond investment advice. We work directly with clients on a fee-only basis and are held to a fiduciary standard, acting in our clients’ best interests. “Likes” or other comments are not intended to be endorsements of Wick Capital Partners, our advisors, or our services. Registration does not imply any particular level of skill or training.
1-888-653-2347 
support@leadiq.com 
