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@saplingwealthmanagement.com
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1 phone found area 206
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LinkedIn matched
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Will Hicks is listed as Sapling Wealth Management - Crafting Customized Financial Solutions for Small Business 401(k)s and Individuals at Sapling Wealth Management, LLC, based in Seattle, Washington, United States. AeroLeads shows a work email signal at saplingwealthmanagement.com, phone signal with area code 206, and a matched LinkedIn profile for Will Hicks.
Will Hicks previously worked as Managing Director, Owner at Sapling Wealth Management, Llc and Managing Director at Bridgespan Capital. Will Hicks holds Master Of Business Administration (Mba) from The Tuck School Of Business At Dartmouth.
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AeroLeads found 1 current-domain work email signal for Will Hicks. Compare company email patterns before reaching out.
WHAT I BELIEVEToday, we live in the golden age of financial services. There are thousands of products and services that can meaningfully improve your life & increase financial security; the trick is selecting appropriate investments for you. That is where I come in.WHO I WORK WITHSmall BusinessesSmall business looking to improve their employees lives with a company sponsored 401(k) & substantive educational support and to gain the added benefits of increased retention, lower turnover cost and higher personal retirement wealth. IndividualsPeople who would benefit from financial advice (pretty much everyone). I offer a range of services that allow individuals to dial into the level of advice they require. I do not only serve high net worth clients.THE OPPORTUNITYEven investors with modest savings can significantly change their financial future by implementing sound investment strategies. And it only gets better the more resources you have.THE PROBLEM & SOLUTIONMany people do not do have any investment strategy. Most believe that access to good financial advice is prohibitively expensive (not true). I craft financial solutions.HOW I AM DIFFERENTExperienceI have a deep understanding of the capital markets, along with the risks and rewards of investing. I earned the Wall Street Journal “All-Star Analyst” award for my financial acumen when I worked on Wall Street. *ServiceI am a solo practitioner. I will be at every meeting, on every phone call and write every analysis. I believe that when you go to the hospital, you should see a doctor.StyleWhile I accommodate numerous types of styles, I find that most of my clients support intelligent investment risk taking strategies that result in portfolio growth. I named my company “Sapling Wealth” to reflect this mindset.GET TO KNOW ME, VIRTUALLYFinancial matters are personal. I get it. So check out my blogs, website and videos. When you are ready, give me a call - 206-281-4055.
Listed skills include Investments, Capital Markets, Equities, Business Strategy, and 4 others.
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Seattle, Washington, US
Sole practitioner Registered Investment Advisor (RIA). Conduct client assessments, develop and implement financial plans. Advise on investment strategy, consult on advanced planning strategies (tax, insurance, estate, charitable giving) and manage all key relationships (client & vendors). Monitor performance using internally developed and market indexed.
Collateral Specialty Lender
Corporate Venture & Private Equity
Consulting & Private Equity Investments
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Will Hicks works for Sapling Wealth Management, LLC.
Will Hicks is listed as Sapling Wealth Management - Crafting Customized Financial Solutions for Small Business 401(k)s and Individuals at Sapling Wealth Management, LLC.
AeroLeads has found 1 work email signal at @saplingwealthmanagement.com for Will Hicks at Sapling Wealth Management, LLC.
AeroLeads has found 1 phone signal(s) with area code 206 for Will Hicks at Sapling Wealth Management, LLC.
Will Hicks is based in Seattle, Washington, United States while working with Sapling Wealth Management, LLC.
Will Hicks has worked for Sapling Wealth Management, Llc, Bridgespan Capital, Fortune 500 Health Care Service Organization, Health Care Start-Up Growth Capital, and Cowen And Company.
You can use AeroLeads to view verified contact signals for Will Hicks at Sapling Wealth Management, LLC, including work email, phone, and LinkedIn data when available.
Will Hicks holds Master Of Business Administration (Mba) from The Tuck School Of Business At Dartmouth.
Will Hicks is listed with skills including Investments, Capital Markets, Equities, Business Strategy, Asset Managment, Retirement Plan Advisory, Wealth Management Services, and Investment Banking.
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