Wick Capital Partners
Finance · Pennsylvania, United States · 11-50 Employees
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Overview
Headquarters
123 S Broad St Ste 1330, Philadelphia, P...Phone Number
(215) 302-3535Website
www.wickcapitalpartners.comRevenue
<$5 MillionIndustry
ZI Rank: 2
Signal Type
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ZI Rank
2
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About Wick Capital Partners
Wick Capital Partners is an independent, fee-only advisory firm that provides boutique financial expertise tailored to the unique needs of successful families. They offer a comprehensive range of services including financial planning, retirement planning, estate and succession planning, investment strategies, tax optimization, and alternative investments. The firm emphasizes a personalized, hands-on approach to managing wealth, ensuring clarity and simplicity in financial matters. Their goal is to help clients grow and protect their legacy while navigating the complexities of wealth management.Explore more
Wick Capital Partners Org Chart
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Wick Capital Partners is an independent, fee-only advisory firm that provides boutique financial expertise tailored to the unique needs of successful families. They offer a comprehensive range of services including financial planning, retirement planning, estate and succession planning, investment strategies, tax optimization, and alternative inves... Read More
