Understanding Our Client’s Needs and Objectives

Before a wealth manager can plan for you, he or she must fully understand your current situation and vision for the future. Each client relationship begins with a unique set of goals, existing finances, and challenges. Wealth management is not a one-size-fits-all approach. At Wickham Financial and Insurance Services, we treat clients’ goals as if they were our own. Our process begins with consultation and evaluation. We take the time to build a solid relationship with our clients from the very first time we meet. Once the initial components have been implemented, we never “set it and forget it.” The Wickham team is committed to always being responsive to our clients’ total insurance and investment needs.