A complete list of active advisors currently associated with Wick Capital Partners, LLC

Warmer can help you find a great advisor at Wick Capital Partners, LLC or one who fits your needs even better.

Wick Capital Partners provides personalized asset management and financial planning to individuals, families, trusts, charitable organizations, foundations, retirement plans, and business entities, managing roughly $930 million in discretionary assets for several hundred clients. Services include discretionary portfolio management, integrated financial planning, and retirement-plan consulting and management under ERISA 3(21) and 3(38) frameworks, and the firm can also connect and monitor held-away accounts through a third‑party platform. The firm typically develops portfolios from a comprehensive financial plan and manages accounts on a discretionary basis using predominantly fundamental analysis and a mix of active and passive strategies; WCP may recommend private placements for accredited investors and use third‑party managers when appropriate. WCP uses the Pontera platform to facilitate connection and rebalancing of held-away defined contribution accounts, with Pontera compensated by the firm rather than billed separately to clients. A distinctive feature disclosed in the brochure is that certain associates are Certified Public Accountants who provide tax advisory services outside the firm, a relationship WCP identifies as a potential conflict of interest. Managing members are also active in real estate development and may present co‑investment opportunities to clients; those investments are handled on a non‑discretionary basis, disclosed in advance, and WCP waives advisory fees on client allocations to those projects.

To learn more about the advisors currently working at Wick Capital Partners, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.