Wick Capital Partners
Our clients’ financial well-being and accumulation of wealth is paramount. Our mission- Protect and grow your wealth - Develop a comprehensive financial plan covering all of your financial decisions (Total Wealth Management)- Provide a dedicated/multi-faceted team to manage your wealth - Provide personalized service, including reports customized to your preference - Serve as a fiduciary to you in implementing your Total Wealth Management Plan: Become your trusted advisor on all financial matters Wick Capital Partners is an SEC-registered investment advisory (RIA) firm focused on providing financial planning and wealth management services to our clients. Wick Capital Partners performs the role of your personal CFO; offering sophisticated wealth management solutions beyond investment advice. We work directly with clients on a fee-only basis and are held to a fiduciary standard, acting in our clients’ best interests. “Likes” or other comments are not intended to be endorsements of Wick Capital Partners, our advisors, or our services. Registration does not imply any particular level of skill or training.
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Verified contacts
13
available on Kipplo
LinkedIn employees
10
11 to 50 range
Open roles
—
no listings
Distinct roles
9
indexed titles
Tech stack
2
tools in use
Monthly traffic
28
organic / mo
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Decision-makers and verified team members
13 contacts with verified email or phone · masked until revealed.
- CW
Cortie Wetherill
Private Wealth Advisor · Finance & Accounting
EmailPhone - MF
Mark Feldser
Director of Tax and Estate Planning · Other
EmailPhone - TJ
Timothy J. Flynn
CEO · General Business & Management
EmailPhone - BB
Brooke Bees
Private Wealth Advisor · Finance & Accounting
EmailPhone - CG
Carolina Golderer
Client Communications Manager · Customer/Client Service
EmailPhone - CW
Cortie Wetherill
Private Wealth Advisor · Finance & Accounting
EmailPhone - DC
David Clark
Private Wealth Advisor & Portfolio Manager · Other
EmailPhone - JD
Joseph Dimaio
Senior Wealth Advisor · Finance & Accounting
EmailPhone - MB
Matthew Barr
Private Wealth Advisor · Finance & Accounting
EmailPhone
Showing 9 of 13 verified contacts
Top roles at Wick Capital Partners
9 distinct titles indexed · top 9 shown.
- 4private wealth advisor
- 1ceo
- 1chief investment officer, portfolio manager
- 1client communications manager
- 1director of tax and estate planning
- 1financial planning
- 1managing member
- 1private wealth advisor & portfolio manager
- 1senior wealth advisor
Sign up to unlock all 13 contacts at Wick Capital Partners
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