Victor H. Hicks II is a seasoned Wealth Advisor and Managing Director at Perigon Wealth Management, LLC, where he brings over two decades of expertise in managing 401(k) plans and corporate retirement strategies. As a CERTIFIED FINANCIAL PLANNER™, Victor is dedicated to helping businesses streamline...
Victor H. Hicks II is a seasoned Wealth Advisor and Managing Director at Perigon Wealth Management, LLC, where he brings over two decades of expertise in managing 401(k) plans and corporate retirement strategies. As a CERTIFIED FINANCIAL PLANNER™, Victor is dedicated to helping businesses streamline their retirement plan administration, effectively reducing operational burdens while simultaneously lowering expenses. His strategic approach focuses on maximizing benefits for executives and enhancing overall employee retirement security, ensuring that clients not only meet compliance requirements but also foster a culture of financial wellness within their organizations.
Victor's educational foundation, with a Bachelor's degree from the prestigious University of Michigan Business School, complements his extensive experience in investment advisory, employee benefits, and pension management. He is an active member of the National Association of Plan Advisors, which keeps him at the forefront of industry trends and best practices. His commitment to continuous learning and professional development is evident in his frequent public speaking engagements, where he shares insights on retirement planning and wealth management strategies.
In his personal wealth management practice, Victor adopts a holistic and customized approach, recognizing that each client's financial situation is unique. By integrating investment advisory services with comprehensive financial planning, he addresses the diverse needs of his clients, ensuring that their financial goals align with their personal values and aspirations. Whether guiding corporate clients through complex retirement plan structures or advising individuals on their financial futures, Victor's expertise and personalized service make him a trusted partner in navigating the intricacies of wealth management.
