How We Help You Succeed: Beyond advice—we're your partner in building the financial future you envision.
We are your dedicated wealth management partner - here to turn your financial goals into reality. We listen to understand what matters most, then craft personalized strategies tailored to your unique circumstances. What sets us apart? We don't believe in one-size-fits-all solutions. Our team combines deep expertise with genuine empathy, ensuring guidance that's both strategically sound and personally meaningful. We're invested in your long-term success. Whether you're building wealth, planning life transitions, or seeking financial peace of mind, we're your true partner every step of the way.
What is the value of peace of mind when it comes to your wealth? Let us show you.
Markets shift. Life evolves. Your wealth shouldn't be left to chance. Imagine complete peace of mind: taxes optimized, retirement secure, family protected, legacy set. That's the power of wealth management. It's not just investing; it's a coordinated strategy bringing together tax planning, retirement strategy, business succession, and estate planning, guided by a trusted advisory team backed by over 200 RBC experts. Whether navigating market volatility or life's turning points, we keep you informed and confident. Discover how we're helping clients just like you turn financial complexity into clarity and goals into reality.
How we serve your wealth in its entirety
Our full-service offering integrates disciplined portfolio management with comprehensive wealth planning—all supported by experienced specialists throughout our robust RBC network.
Specialized Knowledge. Unified Strategy. Exceptional Service.
We want you to feel confident in your financial goals and future. Discover how our team of specialists works together to deliver personalized strategies, expert guidance, and the genuine partnership you deserve.
What we do
We believe investing is deeply personal. Our approach starts by understanding your unique goals, timeline, and risk tolerance. We then custom-design a diversified portfolio tailored to your specific needs - whether you're seeking income, growth, security, or a combination. Rather than taking a one-size-fits-all approach, we work collaboratively with you to build a strategy that aligns with your values and objectives. We continuously monitor your portfolio, conduct regular reviews, and rebalance as needed to keep you on track. Beyond investing, we integrate comprehensive financial planning, tax strategies, retirement coordination, and estate planning to ensure every aspect of your wealth works together seamlessly toward your goals.
How we do it
We start by listening. We clarify your goals, build a complete picture of your wealth, and custom-design solutions tailored to your specific needs for income, growth, and security. You're never alone in this journey. We partner with tax advisors, bankers, and specialists to ensure every recommendation aligns with your complete financial picture. Our integrated approach means your strategies work together seamlessly. Financial planning doesn't end after one meeting. We stay engaged - reviewing and rebalancing your investments, coordinating major life transitions, and adjusting strategies as your circumstances evolve. The result? Optimized wealth, enhanced income, family security, and the peace of mind that comes from comprehensive planning coordinated with one trusted advisory team who truly understands your goals and values.
The People Who Know Your Story
Our team brings decades of combined experience and specialized knowledge across every aspect of wealth management. We work collaboratively to deliver personalized strategies and timely guidance that truly move your goals forward.
Testimonials
"His approach is thoughtful, considered and he takes time to listen and get to know you personally, as well as understanding your financial needs and goals."
-June F. (Current Client)
"I am very confident in Jason and his team at Hicks Wealth Management Group, and I strongly recommend them to anyone who is looking for solid financial advice."
-Ian G. (Current Client)
"We would definitely recommend the Hicks Wealth Management group if you are looking for personalized service and professional advice."
-Jim and Pat C. (Current Clients)
"Jason has worked with me and my family to develop good financial planning for my kids and my mother to ensure that we have a good financial for future growth."
-Tim J. (Current Client)
" He is a lovely gentleman and has decades of knowledge, kindness, skill and first class experience."
-Christopher P. (Current Client)