Will Hicks
- Role
- Managing Director, Owner at Sapling Wealth Management, Llc
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
Experience
Managing Director, Owner
Sapling Wealth Management, Llc
Nov 2010 — Present
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 benchmarks.
Skills
- Investment Banking
- Business Strategy
- Capital Markets
- Asset Managment
- Investments
- Wealth Management Services
- Equities
- Retirement Plan Advisory
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