4965 US Hwy. 42
Suite 1000
Louisville, KY 40222

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Wicker Strategic WealthCare Group

(502) 893-9743

 
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Welcome to Wicker Strategic Wealthcare Group

We help wealthy people pay less tax and maximize their wealth!

"Any Firm can tell you what you did last year. I help you pursue your dreams for tomorrow." -S. Brooks Wicker, Jr., CPA President

The Wicker Strategic Wealthcare Group is a full service tax planning and wealth care firm based in Louisville, Kentucky. I assist clients throughout the U.S. who want objectivity and a holistic approach to their wealth care.

The Wicker Strategic Wealthcare Group was formed in 1994 by S. Brooks Wicker, Jr., CPA in Louisville, Kentucky.

My highest priority is to create value for clients by offering comprehensive accounting, tax and financial planning* services.

I recognize that my clients lead active and complex lives. They understand that managing their financial lives is more complicated and time-consuming than ever before. They acknowledge that working with specialized financial professionals provides them with a level of confidence and security. Wealth accumulation and estate preservation includes planning in tax and insurance and coordination with legal and other professionals. I follow a disciplined approach to balance risk and return, and believe that educating clients enables them to make informed decisions.

For more information on my firm, I invite you explore this web-site, to call toll-free or to email me.  I look forward to discussing your personal needs and how I might provide investment advisory services*, tax planning, business advisory and financial planning* support to you.

Click here to view my PDF brochure

*Offered by Brooks Wicker through H.D. Vest Investment ServicesSM and H.D. Vest Advisory ServicesSM

 

Helpful Content

The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

“Dirty Dozen” Tax Scams to Watch For

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its a of tax scams, spotlighting some ways that people try to separate you from your money.

What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

 

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

Three Key Questions to Answer before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

Get Paid for Going Green

Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.

Inflation - Back to the Future

Even low inflation rates over an extended period of time can impact your finances in retirement.

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Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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Acres of Diamonds

In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.

Your Personal Recovery

As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Emerging Market Opportunities

What are your options for investing in emerging markets?

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

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