Welcome to Wicker Strategic Wealthcare Group

"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 the following comprehensive services:

  • Portfolio analysis*
  • Asset Allocation design*
  • Investment management*
  • Professional Money Management*
  • Estate planning
  • Retirement planning
  • Tax planning/preparation
  • College funding strategies*
  • Educational seminars
  • Banking services
  • Business development
  • Business coaching/consulting
  • Outsourced accounting/bookkeeping
  • Contract CFO/Controller

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 investment 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 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.

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

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