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 2024 Midyear Outlook

Global Insight Outlook Cover Image - July 2024U.S. debt dilemma: No quick fixes and no catastrophes

The federal government’s debt has doubled since 2015 – and shows no signs of turning around.  Read the Midyear Outlook »

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

Relay runners passing baton

Inside the S&P 500: Time to pass the baton?

While mega-cap tech stocks have dominated U.S. equity performance so far this year, recently the rest of the market has been trying to take the baton. We discuss the main factors needed to make a clean handoff.

Read more

Bulletin Board

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.