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Wick Capital Partners is an independent, SEC-registered investment advisory firm providing comprehensive wealth management and financial planning. It operates as a personal CFO, employing a collaborative team for sophisticated solutions in investment strategies, tax optimization, and estate planning. The firm combines institutional expertise with personalized service, clarifying complex financial landscapes.
Christopher Topolewski and Mark Feldser founded Wick Capital Partners, registering with the SEC in November 2018. Topolewski, a J.D., and Feldser, a CPA, leveraged their diverse backgrounds. Their insight was to build tailored financial partnerships, offering integrated advice beyond conventional services for individualized client guidance.
The firm serves high-net-worth individuals, business owners, and families. Its mission simplifies financial complexity via independent, customized advice, empowering clients to protect, grow, and transfer wealth across generations. It fosters enduring relationships, consistently acting in clients' best interests.
| Date | Company | Round | Lead Investor(s) | Co-Investor(s) |
|---|---|---|---|---|
| Mar 25, 2021 | HiDEF | $7.5M Series A | George Toulson | — |