My Mission

Richard Wick understands that long-term financial success doesn't happen by chance. Each area of your financial life can have an impact--positive or negative--on your other goals. Understanding these interrelationships is important as you deal with ongoing economic issues.

Setting and accomplishing financial goals is a life-long process that assists you and your family in taking control of your financial future. By setting financial goals, developing strategies, and monitoring the progress on a regular basis, the likelihood of achieving your results is greatly increased.

As a Northwestern Mutual Financial Representative, Richard Wick has the knowledge and expertise to help you discover your core values and integrate them into your financial process. To develop your goals, Richard will discover your vision for the future, your mission in life and your personal financial philosophy.

Richard will do this by taking the time to get to know you and your family. In this way, he puts you—not your wealth—at the center of the process.

Richard's philosophy for working with clients focuses on following his ethical conduct code.  Richard promises clients that he will make every conscientious effort to provide the same quality service that he would want for himself.

Northwestern Mutual 

Richard Wick can provide you with access to a nationwide network of representatives, advisors and specialists, people who have invested their time and developed their talents to become experts, and they have the knowledge that comes only from experience.

What's paramount is to have a flexible approach with complementary solutions. Richard Wick strives to call on the full capabilities of Northwestern Mutual, providing his clients with financial services that allow them to feel assured that their intentions have been understood and their needs are being addressed.

The key to success, both in sports and in life, is starting early. Northwestern Mutual helps you create and follow a winning game plan today that sets you up for success tomorrow. 

 

 

Richard James Wick

Managing Director

  • Mobile 619-937-1088
  • Mobile 406-522-4774

If you dream it, we’ll help you live it.

Let’s make this the year we turn your dreams into plans. Get started.

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To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck