You Cannot Outgrow Us

Taking you to the next level of Growth Management

When you are just starting out, mutual funds are a great place to begin. But our professional advisors understand that your circumstances, needs and priorities change throughout your life. As you accumulate wealth and your portfolio becomes more substantial, your investment management options increase.

As a Bick Financial client, you have the confidence of knowing that our team of professionals is working hard to not only preserve but to help you grow what we know you have worked so hard to build. Through our Personal Wealth Management ProgramTM, we ensure that your financial plan is updated to reflect changes in your financial goals and needs.

A World of Choice

At Bick Financial, we know you have a multitude of choices when it comes to investing. We take pride in earning your trust and confidence and delivering superior results as you grow with us.

Unlike other institutional firms that only recommend their own proprietary products, through our Personal Wealth Management ProgramTM, we select the best managers and deliver the discipline, accountability and long-term results demanded by our very special clients. 

The Bick Financial Personal Wealth Management Program

Our Personal Wealth Management ProgramTM offers our clients higher investment alternatives, with access to special Corporate Class series investments and advanced tax-effective strategies. This structure enables you to switch among many Corporate Class investments without triggering a taxable event, keeping growth intact. At the highest level, Investment Trust and Estate Services, Segregated Account Management and Pooled Account Management offer significant savings through superior tax-efficiency and low management fees.

Speak to your Bick Financial advisor today.