Ben Wicks, CFP ®

Lead Advisor & VP of Sales & Marketing

My Professional Background

I have been serving families in wealth management since 1999.  My expertise is in serving executives, families with multi-generational wealth, and closely held and family-owned business owners. I excel at helping families take a complex financial puzzle and create a clear and concrete roadmap and game plan.

My Wealth Management “Why”

In my own story, I have observed and experienced that finances and planning often brings uncertainty, anxiety, and even embarrassment. I believe those feelings are toxic to a life fully lived.  I help clients punch financial fear in the face and transform confusion to confidence and courage.

My Personal “Living Fully”

I live in Bothell with my wife, Angie, and our three kids. I love all things outdoors, live music, woodworking, and the conviviality of good food and drink with family and friends.

My Heart for Impact

Our family mission is to be an active, faithful, and steady presence in our community. We love our town of Bothell and the Seattle region.  In addition to being involved in our kids’ Bothell schools and sports, I serve on the board of Seattle Rotary and the Legacy Council for Seattle Children’s Hospital.