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Submitted URL: https://wickinvestment.com/
Effective URL: https://us.rbcwealthmanagement.com/thewickinvestmentgroup/
Submission Tags: phishingrod
Submission: On June 06 via api from DE — Scanned from NL
Effective URL: https://us.rbcwealthmanagement.com/thewickinvestmentgroup/
Submission Tags: phishingrod
Submission: On June 06 via api from DE — Scanned from NL
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<h3>Welcome to the Wick Investment Group website</h3>
<hr>
<h3>Value statement</h3>
<p>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.</p>
<hr>
<h3>Investment philosophy</h3>
<div>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.</div>
<hr>
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<h3>Global Insight Monthly</h3>
<h4><img alt="Global Insight Cover Image - June 2024" src="/documents/10192/0/june+global+insight+cover.jpg/c68079fd-2596-4d73-9c5a-37e673750d6a?t=1717519235861" style="float: left; width: 185px; height: 241px;">Longevity: Cracking the aging code
</h4>
<p>Science is developing ways to slow, stall, and possibly even reverse ageing. We explore the most promising advances and the link between scientific breakthroughs and intriguing
investments. <a href="https://www.rbcinsight.com/wm/Share/ResearchViewer/?SSS_2A1D3CF7B87990CC83C1BF71AFAC0A42" target="_blank">Read the Global Insight Monthly »</a></p>
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<h3>Join our newsletter</h3>
<p>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.</p>
<p>These informative e-mails will not include account information or any other type of sensitive information regarding you or your accounts. <br> <br> 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 <strong><em><strong><a href="mailto:scott.wick@rbc.com">e-mail us!!!</a> </strong></em></strong></p>
<hr>
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<h3>Let's take the next step together</h3>
<p>We welcome you to experience the RBC Wealth Management difference yourself. <a href="javascript:contacturl();">Contact us</a> today to set up a meeting.</p>
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<h3>Meet our group</h3>
<p><img alt="" src="/documents/132025/132039/Wick+Investment+Group+Team+Shot+2022.jpg/0424da20-1e8a-41df-9b62-60259b6b5717?t=1680544197082" style="width: 95%; height: 95%;"></p>
<p>Learn more about <a href="./our-team">The Wick Investment Group</a></p>
<hr>
<p> </p>
<p> </p>
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<section class="mod well box-pad-30 cards-side">
<h4 class="spacer-15">Latest Insights</h4>
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<div class="da-blog-entry span12">
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<div class="image-block spacer-15"><img src="/da-portlet/../delegate/services/file/5030178/content" alt="Couple looking over city" title="Couple looking over city" class="img-resp"> </div>
</div>
<div class="col-md-12 col-xs-8"> <a href="/thewickinvestmentgroup/blog/5030264-State-of-economic-play"> <h4 class="meta-normal no-marg-bottom">State of economic play </h4> </a> <span class="subheader-subtle spacer-10 display-block">
</span>
<p class="spacer-5">More-demanding valuations appear to signal investors have become more confident of a “soft landing” outcome. We provide an update on the macro environment and its implications for portfolios. </p>
<p class="label-tag marg-y-5 spacer-5"> </p> <a href="/thewickinvestmentgroup/blog/5030264-State-of-economic-play" class="link-chev italic display-iblock" aria-label="Read more - State of economic play"> Read more</a>
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<h3>Gain financial flexibility</h3>
<p>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. <a href="./contact">Contact us</a> today to explore this potentially untapped source of opportunity. </p>
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<div class="disclosure" data-id="1936046" data-type="CUSTOM"><p>RBC Credit Access Line is a securities-based, demand line of credit offered by Royal Bank of Canada, an Equal Opportunity Lender and a bank affiliate of RBC Capital Markets, LLC.
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* rbcwealthmanagement.com
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* * rbcwealthmanagement.com
* Sign in Important information
* Home
* About
* Our team
* The RBC Wealth Management difference
* Wealth management approach
* Working with a CFP®
* Client experience
* RBC Private Wealth
* Portfolio Focus
* Offerings
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* Retirement distribution options
* Owner-only 401(k) plans
* Cash management
* Fixed income advantage
* Resources & insights
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THE WICK INVESTMENT GROUP
WELCOME TO THE WICK INVESTMENT GROUP WEBSITE
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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.
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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.
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GLOBAL INSIGHT MONTHLY
LONGEVITY: CRACKING THE AGING CODE
Science is developing ways to slow, stall, and possibly even reverse ageing. We
explore the most promising advances and the link between scientific
breakthroughs and intriguing investments. Read the Global Insight Monthly »
JOIN OUR NEWSLETTER
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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!!!
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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.
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DISCLOSURES
RBC Credit Access Line is a securities-based, demand line of credit offered by
Royal Bank of Canada, an Equal Opportunity Lender and a bank affiliate of RBC
Capital Markets, LLC. Subject to Credit Approval. Securities-based loans involve
special risks, are subject to minimum collateral requirements, and are not
suitable for everyone. Additional restrictions may apply.
Scott R. Wick is currently registered to conduct business with residents of the
following states: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY,
LA, MA, MD, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, OR, TN, TX, VA, WA, WI.
California Insurance License # 0l77107.
Scott R. Wick, NMLS # 1774199 through City National Bank, may receive
compensation from RBC Wealth Management for referring customers to City National
Bank. Banking products and services are offered or issued by City National Bank,
an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC,
Member NYSE/FINRA/SIPC and are subject to City National Banks terms and
conditions. Products and services offered through City National Bank are not
insured by SIPC. City National Bank Member FDIC.
Investment products offered through RBC Wealth Management are not FDIC insured,
are not guaranteed by City National Bank and may lose value.
Jackson McDonald is currently registered to conduct business with residents of
the following states: AZ, CA, CO, FL, GA, IL, MA, MI, MN, NC, ND, NH, NJ, NV,
NY, OR, TX, UT, VA, WA, WI. California Insurance License # 4285483.
Read additional advisor disclosures.
MEET OUR GROUP
Learn more about The Wick Investment Group
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LATEST INSIGHTS
STATE OF ECONOMIC PLAY
More-demanding valuations appear to signal investors have become more confident
of a “soft landing” outcome. We provide an update on the macro environment and
its implications for portfolios.
Read more
BULLETIN BOARD
* June 15, 2023
Trend & cycle roadmap
* April 18, 2023
Daily market view
* June 1, 2023
Global insight weekly
* May 26, 2022
RBC retirement income planning process
* May 10, 2022
Portfolio Focus
* May 20, 2022
Fixed Income Ladders
* May 20, 2022
Charitable giving
* May 20, 2022
Investment Access® Account
* May 20, 2022
Medicare Basics
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.
<p>RBC Credit Access Line is a securities-based, demand line of credit offered
by Royal Bank of Canada, an Equal Opportunity Lender and a bank affiliate of RBC
Capital Markets, LLC. Subject to Credit Approval. Securities-based loans involve
special risks, are subject to minimum collateral requirements, and are not
suitable for everyone. Additional restrictions may apply.</p>
Scott R. Wick is currently registered to conduct business with residents of the
following states: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY,
LA, MA, MD, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, OR, TN, TX, VA, WA, WI.
California Insurance License # 0l77107.
Scott R. Wick, NMLS # 1774199 through City National Bank, may receive
compensation from RBC Wealth Management for referring customers to City National
Bank. Banking products and services are offered or issued by City National Bank,
an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC,
Member NYSE/FINRA/SIPC and are subject to City National Banks terms and
conditions. Products and services offered through City National Bank are not
insured by SIPC. City National Bank Member FDIC.
Investment products offered through RBC Wealth Management are not FDIC insured,
are not guaranteed by City National Bank and may lose value.
, and Scott R. Wick, NMLS # 1774199 through City National Bank, may receive
compensation from RBC Wealth Management for referring customers to City National
Bank. Banking products and services are offered or issued by City National Bank,
an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC,
Member NYSE/FINRA/SIPC and are subject to City National Banks terms and
conditions. Products and services offered through City National Bank are not
insured by SIPC. City National Bank Member FDIC.
Investment products offered through RBC Wealth Management are not FDIC insured,
are not guaranteed by City National Bank and may lose value.
, and Scott R. Wick, NMLS # 1774199 through City National Bank, may receive
compensation from RBC Wealth Management for referring customers to City National
Bank. Banking products and services are offered or issued by City National Bank,
an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC,
Member NYSE/FINRA/SIPC and are subject to City National Banks terms and
conditions. Products and services offered through City National Bank are not
insured by SIPC. City National Bank Member FDIC.
Investment products offered through RBC Wealth Management are not FDIC insured,
are not guaranteed by City National Bank and may lose value.
, and Scott R. Wick, NMLS # 1774199 through City National Bank, may receive
compensation from RBC Wealth Management for referring customers to City National
Bank. Banking products and services are offered or issued by City National Bank,
an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC,
Member NYSE/FINRA/SIPC and are subject to City National Banks terms and
conditions. Products and services offered through City National Bank are not
insured by SIPC. City National Bank Member FDIC.
Investment products offered through RBC Wealth Management are not FDIC insured,
are not guaranteed by City National Bank and may lose value.
, and Scott R. Wick, NMLS # 1774199 through City National Bank, may receive
compensation from RBC Wealth Management for referring customers to City National
Bank. Banking products and services are offered or issued by City National Bank,
an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC,
Member NYSE/FINRA/SIPC and are subject to City National Banks terms and
conditions. Products and services offered through City National Bank are not
insured by SIPC. City National Bank Member FDIC.
Investment products offered through RBC Wealth Management are not FDIC insured,
are not guaranteed by City National Bank and may lose value.
, and Scott R. Wick, NMLS # 1774199 through City National Bank, may receive
compensation from RBC Wealth Management for referring customers to City National
Bank. Banking products and services are offered or issued by City National Bank,
an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC,
Member NYSE/FINRA/SIPC and are subject to City National Banks terms and
conditions. Products and services offered through City National Bank are not
insured by SIPC. City National Bank Member FDIC.
Investment products offered through RBC Wealth Management are not FDIC insured,
are not guaranteed by City National Bank and may lose value.
Jackson McDonald is currently registered to conduct business with residents of
the following states: AZ, CA, CO, FL, GA, IL, MA, MI, MN, NC, ND, NH, NJ, NV,
NY, OR, TX, UT, VA, WA, WI. California Insurance License # 4285483.
, and Scott R. Wick, NMLS # 1774199 through City National Bank, may receive
compensation from RBC Wealth Management for referring customers to City National
Bank. Banking products and services are offered or issued by City National Bank,
an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC,
Member NYSE/FINRA/SIPC and are subject to City National Banks terms and
conditions. Products and services offered through City National Bank are not
insured by SIPC. City National Bank Member FDIC.
Investment products offered through RBC Wealth Management are not FDIC insured,
are not guaranteed by City National Bank and may lose value.
Read additional advisor disclosures.
Obtain more information about this financial advisor on FINRA's BrokerCheck
website
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Investment and insurance products offered through RBC Wealth Management are not
insured by the FDIC or any other federal government agency, are not deposits or
other obligations of, or guaranteed by, a bank or any bank affiliate, and are
subject to investment risks, including possible loss of the principal amount
invested.
Contact information
The Wick Investment Group
Phone: 262-395-1108
Toll-Free: 1-800-388-3246
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Scott R. Wick, AWM
Managing Director - Branch Director,
Senior Consulting Group
Phone: 262-395-1108
Susan M. Walton, CFP®
Vice President - Senior Financial Associate
Phone: 262-395-1102
Keith B. Sierra, CFP®, RMA®
Senior Financial Associate
Phone: 262-395-1111
Matthew Kolb, APP
Senior Financial Associate
Phone: 262-395-1115
Heidi Schilling
Branch Service Manager -,
Senior Client Associate
Phone: 262-395-1117
Joni Jahnke
Client Associate
Phone: 262-395-1131
Jackson McDonald
Financial Advisor
Phone: 262-395-1134
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18500 West Corporate Drive, Suite 100
Brookfield, WI 53045
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