Welcome to the Wick Investment Group website

Value statement

The Wick Investment Group builds trusted relationships with individuals and their families as trusted advisors to deliver personalized financial advice, solutions, and service. Our team works with clients to help grow, preserve and transfer wealth across generations through customized financial planning and portfolio management. We believe true success lies not just in investment returns, but in delivering clarity, confidence, and peace of mind while honoring your unique values, goals, and family dynamics.


Our guiding principles are:

  • Integrity & Trust: We act solely in your best interest with complete transparency, placing your priorities above all else.
  • Holistic, Family-Centered Planning: We address the full spectrum of your financial life - investments, retirement, estate and legacy planning services, tax considerations, risk management, and family governance - so your wealth supports what matters most to you and your loved ones.
  • Personalized Strategies: Every recommendation is tailored to your evolving circumstances, blending sophisticated financial strategies with genuine understanding of your aspirations and concerns.
  • Long-Term Relationships: We build enduring relationships grounded in proactive guidance, clear communication, and adaptability, empowering you to navigate life's opportunities and challenges with resilience.
  • Legacy & Impact: We help you create meaningful, lasting impact - for your family, your community, and the causes you care about.
  • Exceptional Service: Our team is specifically dedicated to serving you, taking a highly collaborative approach with other experienced professionals as we strive for excellence in all we do for you.

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 meet with our 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

GI Monthly

Midterm mindset seeping into the U.S. stock market

Voter concerns leading up to the election are wide-ranging. RBC Capital Markets equity analysts seem mostly unfazed by the election scenarios. We assess the state of House and Senate control and recommend investors focus on what matters more.

Read more in 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

Wick Investment Group

Learn more about The Wick Investment Group

 

 

Latest Insights

Man with tablet computer inspecting tractor

Beyond stablecoins: The tokenization story

Interest payments on stablecoins dominate policy discussions, but in our executive summary of Bridging worlds: Tokenization connects digital and physical assets, we discuss why investors need to focus on the process, not the product.

Read more

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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.