Welcome to the Wick Investment Group website

Value statement

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.

Investment philosophy

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.

Global Insight Monthly

Global Insight Monthly cover - November 2024Debunking debt disaster

Myths may be important to folklore, but they're not helpful in finance. We look at the facts behind some of the common myths surrounding the U.S. national debt. Read the Global Insight Monthly »

Join our newsletter

If you would like to receive regular e-mails from the Wick Investment Group containing security market reviews and updates, tax and statement mailing announcements, new legislation information, and educational materials on relative subjects (ex: 529 Plans, Social Security eligibility), please advise us in an e-mail.  Please include your name and the e-mail addresses where you would like to receive these updates, and feel free to add family members, friends and other interested parties to our mailings.

These informative e-mails will not include account information or any other type of sensitive information regarding you or your accounts. 

Thank you for your response and cooperation on our new undertaking and we would appreciate hearing from you with your input, recommendations and ideas for future topics our newsletter and e-mail us!!! 

Let's take the next step together

We welcome you to experience the RBC Wealth Management difference yourself. Contact us today to set up a meeting.

Meet our group

Learn more about The Wick Investment Group

 

 

Latest Insights

multigenerational family meal

Four ways to pass down your family home to your children

Drawing up a clear estate plan can ensure your property is distributed in a way that suits both you and your family’s best interests.

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Gain financial flexibility

Be prepared for many of your financing needs by opening an RBC Credit Access Line. With no cost to set up, no ongoing fees, competitive interest rates and favorable terms, it may be a practical tool to help accomplish your immediate and long-term goals. Contact us today to explore this potentially untapped source of opportunity.