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

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This Office

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