Wick Capital Partners

Wick Capital Partners, LLC is a U.S. fee-only investment advisory and wealth management firm headquartered in Wayne, Pennsylvania, that provides comprehensive financial planning, portfolio management, and family-office-style services to high-net-worth individuals, families, and business owners. The firm positions itself as a personalized, boutique partner offering a holistic “Total Wealth” approach—encompassing investment strategy, retirement planning, estate and succession planning, tax optimization, and access to alternative investments—to guide clients’ financial decisions over the long term.

Founded in 2018, Wick Capital Partners structures customized investment portfolios aligned with each client’s risk tolerance, liquidity needs, and long-term goals, employing both traditional and alternative assets. Its team includes CFP®, CFA®, CPA, and MBA-credentialed advisors, highlighting a multi-disciplinary approach to wealth management that emphasizes fiduciary responsibility and tailored planning rather than product-driven sales.

Although the firm offers investment strategy and access to alternative investments, its public materials focus on wealth advisory services rather than operating as a real estate investment sponsor, property operator, or fund manager in the traditional sense. Wick’s investment services are delivered predominantly as discretionary portfolio management and fiduciary advisory solutions, and the firm does not publish real estate sponsor-style performance metrics such as consolidated IRR or equity multiples on its public site.