Hicks & Associates Wealth Management
Why pick this one
Hicks & Associates Wealth Management offers personalized financial planning and investment management for high-income achievers and families nearing retirement.
Best for
- high-income earners seeking asset management
- families nearing retirement looking for risk management
Look elsewhere if
- looking for low-cost or budget-friendly financial services
- seeking passive investment strategies
Specialties
- investment portfolio management
- customized financial advisory
- family office style approach
Certifications
- CFP
- CMT
- CKA
What makes them different
- independent since 2020
- active management of portfolios
- rules-based investment strategy
- fiduciary standard commitment
- personalized financial management
- Years in business
- 24
- Serves
- Cary
Distilled from this business's own website.
Contact & Location
- Address
- 1225 Crescent Green Ste 100, Cary, NC 27518
- Phone
- 9198515512
- Website
- https://www.hicks-associates.com/
- ContactUs@Hicks-Associates.com
Services
- asset management
- financial planning