The mission of my office is to help our clients connect what's in their heart with what's on their balance sheet.

There's a proverb that says "a good name is more desirable than great riches; to be esteemed is better than silver or gold." Our team seeks to understand the "why" behind a client's wealth. What is the purpose and meaning behind our money? Accumulating money purely for the sake of money is not good enough. Your net-worth should carry a mission statement that helps you fulfIll your legacy, your calling, and your name.

-Kyle Wick, CFP®

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To learn more about me and my family, please visit the personal section of my website

Wick family photo
Wick family photo
Wick family photo

I believe financial success doesn't happen by chance. It has much more to do with choice. Transforming aspirations into actuality takes acumen, hard work, discipline and strategic financial planning.

As wealth accumulates, it many times leaves you with many more options than you ever considered. Options on how money should be positioned to most efficiently accomplish the personal objectives that you have for yourself and your family.

There are an overload of facts and information that can prevent you from moving forward with confidence. Although it is possible to arrive at your desired destination without a plan or strategy, most people find that it eases their mind to have a well thought out financial strategy.

That is where my team and I come in. We take the time to get to know you, your preferences, and your experiences. We can help you anticipate and prepare for the best—and worst scenarios. The relationship we establish with you enables him to focus on your needs by creating a comprehensive plan backed by a high level of service and communication

Planning for Financial Security with Northwestern Mutual

Watch this short video to learn how Northwestern Mutual & Kyle Wick's comprehensive approach to personalized financial planning can help you achieve the future you envision.

Manage your Finances Online - Personal Insurance & Investment Updates

Have you taken a look our client website recently? Log in or create an account today to view the new streamlined look, review your policies and accounts, sign up to go paperless, pay your personal insurance premiums, manage your information, aggregate your accounts and more!

Kyle Phelps Wick, CFP®, CLU®, ChFC®, RICP®

Wealth Management Advisor

  • Mobile 319-931-4282
  • Office 972-518-3016

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