Verified recordFinancial Services

Michael Wicks

Cfp, Chfc at Synergy Wealth Alliance

Based in Ponte Vedra Beach, United States

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Seniority

Staff

Department

Finance & Accounting

Location

Ponte Vedra Beach

Industry

Financial Services

Company size

38

Contact information

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Email

1 credit

m•••••••@synergywealthalliance.com

Phone

5 credits

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Background

About Michael Wicks

Your foundation 4 wealth is much like a steady diet of healthy food - simple, effective, boring, and difficult to maintain. It is well documented that good food, exercise, avoiding too much alcohol and sufficient sleep will improve the odds of being healthier. It is also well documented that accepting that markets work, avoiding stock picking and market timing, effectively diversifying* a portfolio, and paying attention to costs will improve the odds of being wealthier. It sounds simple, but it isn't easy! Michael's goal is to help his clients Grow, Preserve, Enjoy and Share their wealth through comprehensive wealth management to- Affluent Individuals and Families or those on the path to affluence - Business owners and corporate retirement plans - Nonprofit organizations Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Investment Advice offered through Private Advisor Group, a registered investment advisor and separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am/we are registered to do business, please visit is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

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Michael Wicks Email & Phone Number @ Synergy Wealth Alliance | Kipplo Discover