Wick Capital Partners, LLC

Joseph Dimaio is a financial advisor at Wick Capital Partners, LLC with 18 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. Prior to joining Wick Capital Partners in 2023, he worked at Bryn Mawr Trust for five years and West Capital Management, Inc. for sixteen years. Wick Capital Partners advises individuals, families, trusts, charitable organizations, foundations, retirement plans, and business entities, providing personalized asset management and comprehensive financial planning. The firm employs a combination of fundamental analysis and both active and passive strategies, managing most client assets on a discretionary basis and offering retirement-plan consulting and fiduciary services under ERISA.

Christopher Topolewski is a financial advisor with Wick Capital Partners, LLC, holding a Series 65 designation and 23 years of industry experience. He has worked at Wick Capital Partners since 2018 and previously spent 16 years at West Capital Management, Inc. Outside of his advisory role, Mr. Topolewski is involved in real estate acquisition and development with family members and serves as an advisory board member of the Archdiocese of Philadelphia, focusing on investment matters. Wick Capital Partners advises individuals, families, trusts, charitable organizations, foundations, retirement plans, and business entities by providing personalized asset management and comprehensive financial planning. The firm employs a mix of active and passive investment strategies based on fundamental analysis and manages most client assets on a discretionary basis.

Andrew Sachais is a CFA® charterholder and holds a Series 66 license with eight years of industry experience. He is currently with Wick Capital Partners, LLC, where he has worked since 2020, with a brief tenure at Brandywine Oak Private Wealth LLC in 2021-2022. Wick Capital Partners advises individuals, families, trusts, charitable organizations, foundations, retirement plans, and business entities, offering personalized asset management, comprehensive financial planning, retirement-plan consulting, and fiduciary services under ERISA. The firm employs a combination of fundamental analysis, active and passive strategies, and may include third-party managers, managing most client assets on a discretionary basis.

Brooke Bees is a CFP® professional with 19 years of industry experience, currently serving at Wick Capital Partners, LLC. Her prior roles include positions at Mission Wealth Management, West Capital Management, and Mercer Global Advisors. Wick Capital Partners advises a diverse client base including individuals, families, trusts, and charitable organizations, offering personalized asset management and comprehensive financial planning. The firm employs a combination of fundamental analysis and active and passive investment strategies and provides discretionary management along with retirement-plan consulting and fiduciary services.

David Clark is a CFP® with eight years of industry experience, currently serving as a financial advisor at Wick Capital Partners, LLC. His prior roles include positions at Merrill Lynch, Brandywine Oak Private Wealth, and Purshe Kaplan Sterling Investments. Wick Capital Partners advises individuals, families, trusts, charitable organizations, foundations, retirement plans, and business entities, offering personalized asset management and comprehensive financial planning. The firm employs a mix of active and passive investment strategies and manages most client assets on a discretionary basis.

Matthew Barr is a financial advisor with Wick Capital Partners, LLC, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has worked at Wick Capital Partners since 2019 and previously spent four years at Axa Advisors, LLC. Wick Capital Partners advises individuals, families, trusts, charitable organizations, foundations, retirement plans, and business entities by providing personalized asset management and comprehensive financial planning, including retirement-plan consulting and fiduciary services under ERISA. The firm uses a combination of fundamental analysis and active and passive strategies across various asset classes, managing most client assets on a discretionary basis.

Thomas Huber is a CFA® charterholder with six years of industry experience. He has been with Wick Capital Partners, LLC since 2019 and previously worked at Glenmede Trust from 1998 to 2018. Wick Capital Partners advises individuals, families, trusts, charitable organizations, foundations, retirement plans, and business entities, offering personalized asset management, comprehensive financial planning, and retirement-plan consulting. The firm employs a combination of fundamental analysis and both active and passive investment strategies across various asset classes, managing most client assets on a discretionary basis.

Stephen Paul is a CFP® and CPA with six years of industry experience, currently serving as a financial advisor at Wick Capital Partners, LLC since 2019. He previously worked at WithumSmith+Brown, PC and has operated as a self-employed accountant providing tax compliance and consulting services outside of his advisory role. Wick Capital Partners advises individuals, families, trusts, and various organizations, offering personalized asset management, comprehensive financial planning, and retirement-plan consulting with a focus on fundamental analysis and a blend of active and passive investment strategies. The firm manages most client assets on a discretionary basis and incorporates fiduciary services under ERISA.

Cortright Wetherill III is a financial advisor at Wick Capital Partners, LLC with six years of industry experience. He holds a Series 65 designation and has worked at Wick Capital Partners since 2019, following prior roles at Red Rocks Group, Michaels Development Company, Drexel University, and CWII Holdings. Wick Capital Partners advises individuals, families, trusts, charitable organizations, foundations, retirement plans, and business entities with personalized asset management and comprehensive financial planning. The firm employs a mix of active and passive investment strategies, primarily based on fundamental analysis, and offers discretionary management alongside retirement-plan consulting and fiduciary services under ERISA.