Wealth Without Limits
Wick Capital Partners performs the role of your personal CFO; offering sophisticated wealth management solutions beyond investment advice.
MANAGING LIFE AND ALL OF ITS ASSETS
Wick Capital Partners is an independent, boutique, fee-only SEC registered investment advisory firm that was created to solve the challenges confronting successful families: achieving the same strategic discipline and planning practiced by successful corporations.
Today’s successful families face the same complexities for long-range growth, tax planning, succession and continuity as major corporations. To meet their needs, families require highly trained and experienced professionals working towards a common plan. Wick Capital Partners delivers a family-office experience, serving as your family's CFO. We provide independent thinking and an exchange of ideas to spur innovation and deliver tailored solutions for your family’s needs.
Wick serves as your point-of-contact for all of your financial needs, providing custom solutions and strategic planning as the financial landscape evolves. This high level of service and cross-disciplinary approach is a distinct feature of Wick’s dedication to helping families achieve their ambitions and objectives.
Custom Solutions
Wick employs a holistic “total wealth” approach to managing your assets. Our process assures your personal finances are managed like a successful business, with ongoing evolution as changes occur in your personal life and the economy.
Retirement Planning
Investment Management
Consolidated Reporting
Asset Location and Optimization
Estate Organization and Planning
Asset Protection
Cash Flow Modeling
Income Tax Planning
Secure Document Portal
Unique Investment Strategies
THE WICK DIFFERENCE
Comprehensive Financial Planning
Held to Fiduciary Standards
Independent and Fee-Only
Access to Unique Investment Strategies
Consolidated Reporting on All Assets
Complete Transparency
THE JOURNEY TO FINANCIAL SUCCESS BEGINS WITH PROVEN STRATEGIES
WEALTH STRATEGIES
Wick’s team of professionals (CFA®, J.D., CPA, CFP®, MBA) provide you with strategic financial administration. Our mission is to maximize portfolio growth and mitigate risk while improving tax efficiency and saving you time.
Wick will perform a detailed review to produce an assessment of your current estate structures and documents. With your input and planning objectives, Wick will provide recommendations on how to optimize your financial assets to accomplish your goals.
INVESTMENT STRATEGIES
As an independent firm, Wick has the freedom and flexibility to deliver customized solutions to specifically address your needs and maximize portfolio growth. Each client/family is unique and so is their portfolio. Wick leverages relationships and collective assets to gain access to institutional investment managers and strategies.
Contact Wick Capital Partners
West Palm Beach
515 North Flagler Drive
West Palm Beach, FL 33401
Phone: 215-302-3535
Email: info@wickcapitalpartners.com
Contact Wick Capital Partners
Philadelphia
150 N Radnor Chester Rd
Suite A225
Wayne, PA 19087
Phone: 215-302-3535
Email: info@wickcapitalpartners.com
This communication and its contents is provided by Wick Capital Partners (“WCP” or the “Firm”). Information contained in this communication is intended for informational purposes only and past performance may not be indicative of future results. No portion of this communication is to be construed as tax or legal advice or as a solicitation to buy or sell a security or position. Certain information contained in this communication may be obtained from sources that WCP reasonably believes to be reliable; however, WCP cannot guarantee the accuracy of such information and assumes no liability for any resulting damages. WCP is a SEC registered investment advisory firm that maintains its principal place of business in the Commonwealth of Pennsylvania. For information about WCP’s registration or business operations, please review WCP’s Form ADV disclosure documents, the most recent versions of which are available on the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov
