How to Approach My Wealth Management

Wealth Management is more than just investment planning.  While this is certainly a piece of the whole package, wealth management encompasses so much more.  True wealth managers take the total approach i.e. investments, insurance, estate planning, risk management strategies and legacy planning, to name a few.  Here at Wickham Financial & Insurance Services, we always take the total approach to address our client’s needs.  Our goal is to help you protect what matters most while our experienced team helps you achieve your financial goals.  View this new video featuring our President and CEO to hear what he has to say about the variety of offerings we provide for every customer.