Financial Advisors
Cary, NC
Hicks & Associates Wealth Management is an independent financial advisory firm based in Cary, NC, specializing in comprehensive wealth management and financial planning for individuals and families. The firm provides personalized investment management, retirement planning, and strategic financial guidance tailored to each client's goals and circumstances. With a focus on building long-term client relationships, they combine professional expertise with a consultative approach to help clients navigate complex financial decisions.
Ideal for: Individuals and families seeking comprehensive wealth management, Pre-retirees and retirees planning income strategies, Business owners managing investments
Service area: Cary and surrounding Triangle area, North Carolina
Independent Firm: Operates independently without parent company constraints, allowing for unbiased financial advice and strategies customized to individual client needs.
Personalized Approach: Provides comprehensive wealth management and financial planning services designed specifically for each client's unique financial situation and goals.
Established Local Presence: Based in Cary with a track record of serving individuals and families in the Triangle region seeking professional investment guidance.
Address: 1145 Executive Cir STE C, Cary, NC 27511
Phone: (919) 851-5512
Website: hicks-associates.com
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