Kyle Wick

Kyle Phelps Wick

Wealth Management Advisor

  • CFP®
  • WMCP®
  • CLU®
  • ChFC®
  • RICP®
FINRA BrokerCheck
  • CA License: #0L90667

5420 LBJ Fwy, Suite 1300
Dallas, TX 75240
319-931-4282 972-663-7629 Visit my website

About my practice

My team focuses on comprehensive financial planning. We help clients accumulate assets for goals such as retirement or college, and also keep in mind the distribution phase. One important part of the plan is protecting it with proper risk management strategies. To discuss setting up a discovery meeting, please contact me at kyle.wick@nm.com, 972-518-3016, or visit my website (kyle-wick.com).

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