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Shick Wealth Management

EST. AUM
$500,000,000

CONTACTS
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CLIENT ACCOUNTS

Firm Details

Metro area Dallas
CRD Number
Website p5financial.com
Client types

Overview

Shick Wealth Management is a team within the Power 5 Financial network based in Tyler, Texas. Led by Jerome Shick, the team offers tailored wealth management, financial planning, and investment services to individuals, families, and business owners. They operate through &Partners (a dually registered broker-dealer / RIA) with custody provided via Fidelity / NFS. The team emphasizes a client-first, relationship-based approach, leveraging open architecture and institutional tools while providing local and personalized attention. Their offerings cover investment management, retirement planning, tax strategy, and ongoing monitoring within a fiduciary/advisory framework.

Platform Details

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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