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Kyle Wick

CAP® i
Chartered Advisor in Philanthropy® :

Applies deep, specialized knowledge and tools to help you articulate and advance your legacy for yourself, your family, and society.

 ChFC® i
Chartered Financial Consultant® :

Applies foundational knowledge about insurance, taxation, retirement, estate planning, and small business planning to help create your financial plan.

 CLU® i
Certified Life Underwriter® :

Applies in-depth, specialized knowledge of life insurance to help you with goal-based planning, business continuity, employee benefits, and/or estate planning.

 RICP® i
Retirement Investment Certified Professional® :

Applies deep, specialized knowledge to build a sustainable and holistic retirement income strategy, tailored to your situation and income sources.

 WMCP® i
Wealth Management Certified Professional® :

Applies foundational knowledge to build a broadly diversified, tax-efficient portfolio aligned with your goals.

Professional Profile

About me (self-reported)

Co-Founder and Private Wealth Advisor at 22 One Advisors. "A Good Name is more Desirable than Great Riches."

Office Location 5420 LBJ Fwy Ste 1300

Dallas, TX 75240

View on Google Maps

My Expertise Philanthropic & Estate Planning, Financial Planning, Life Insurance & Risk Management, Philanthropic & Estate Planning, Retirement Income Planning, Special Needs Planning, Tax Planning, Wealth Management, Life Insurance & Risk Management, Retirement Income Planning, Wealth Management Designations Held
CAP® i
Chartered Advisor in Philanthropy® :

Applies deep, specialized knowledge and tools to help you articulate and advance your legacy for yourself, your family, and society.

 ChFC® i
Chartered Financial Consultant® :

Applies foundational knowledge about insurance, taxation, retirement, estate planning, and small business planning to help create your financial plan.

 CLU® i
Certified Life Underwriter® :

Applies in-depth, specialized knowledge of life insurance to help you with goal-based planning, business continuity, employee benefits, and/or estate planning.

 RICP® i
Retirement Investment Certified Professional® :

Applies deep, specialized knowledge to build a sustainable and holistic retirement income strategy, tailored to your situation and income sources.

 WMCP® i
Wealth Management Certified Professional® :

Applies foundational knowledge to build a broadly diversified, tax-efficient portfolio aligned with your goals.
Minimum Assets $100,000 - $249,999 Minimum Income $200K - $249,999 Languages Spoken (self-reported) English

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