Warren Wick (BA, CFP®, CLU, CPA, MBA)

Warren Wick focuses in the
following client markets or areas of practice:

  • Business Owners
  • Corporate Executives
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules

Planning Specialties

We specialize in Retirement Planning, Estate Planning, Income Tax Planning, Executive Compensation/Stock Option Planning, Business Succession Planning and Charitable Giving.

Additional Information

With more than three decades of wealth management experience, Oakbridge Partners has earned a reputation for providing straightforward, unbiased financial advice and solutions that are in the best interests of our clients.

NAPFA Start Date

September 01, 1997


This Office

3630 Peachtree Rd NE Ste 940 Atlanta, GA 30326-1551 Phone: (404) 231-3414 Fax: (404) 231-9732