Louisville's private wealth strategist for successful families who want to keep more.
Wicker Strategic Wealthcare Group is a private tax-led wealth practice for affluent families, executives approaching retirement, physicians with significant assets, and business owners preparing to exit. We minimize what you owe — and maximize what you transfer to the next generation.
You've built the wealth. Now what?
The hardest financial decisions of your life rarely happen during the accumulation years. They happen now — in the transition from earning, to enjoying, to leaving a legacy. Wealthcare planning is the work of that next chapter.
Decades of contributions and capital gains are quietly becoming the largest single bill of your lifetime. We build the strategy to defuse it.
Which account to draw from — and when — can shift hundreds of thousands of dollars in lifetime tax. We engineer the sequence for you.
The years before a sale matter more than the closing. Valuation, structure, and timing decide how much of the purchase price you actually keep.
Converting on your terms — in the right years, in the right amounts — turns a future tax liability into tax-free family wealth.
Gifting, trusts, and intentional estate design move wealth to children and grandchildren without the friction of avoidable tax.
A clearly articulated plan so your wealth becomes a long-term advantage for your family — not a source of confusion or conflict.
The Louisville advisor successful people hire before making major financial decisions.
For more than three decades, Brooks Wicker has helped affluent families, business owners, and high-income professionals navigate the most consequential financial decisions of their lives — from the structure of a business sale, to the design of a multi-year Roth conversion, to the architecture of a multigenerational legacy.
His perspective is unusual in this profession: he begins with taxes. As a CPA and Personal Financial Specialist, Brooks sees what most advisors quietly leave on the table — and treats every dollar of avoidable tax as a dollar you've earned twice.
Brooks is a tax strategist, wealth architect, author, and speaker. He lives in Louisville with his wife of more than thirty years, Lynda, and built Wicker Strategic Wealthcare Group to be the private office he wished every successful family had.
Certified Public Accountant and Personal Financial Specialist
Writing on tax-led wealth strategy and legacy planning
Educating business owners, physicians, and executives nationwide
Three decades of guiding affluent families through transitions
"Investment returns matter. What you keep matters more. My work begins with the bill most advisors never open — your tax return — and ends with a legacy your family can actually feel."
Why retirement-plan millionaires face a different set of challenges entirely.
A seven-figure 401(k) is not a finish line. It is a tax liability with a withdrawal schedule attached. The strategy that built the account is rarely the strategy that should empty it.
RMDs can push lifelong savers into brackets they've never seen. We build a multi-decade drawdown strategy that flattens the curve.
The years between retirement and age 73 are the most valuable tax opportunity of your life. We design a conversion schedule built around them.
Which account to draw from — and when — is the difference between a comfortable retirement and a great one. Sequence matters.
The single-filer tax cliff catches affluent couples by surprise. We plan for the day the brackets compress, before they do.
Inherited IRAs are no longer the gift they once were. We structure beneficiaries, trusts, and timing so heirs keep more.
QCDs, donor-advised funds, and CRTs convert generosity into one of the most powerful tax tools available to you.
The biggest threat to your retirement may not be the market.
Most advisors begin and end with investments. The market will do what the market does. What separates a comfortable retirement from a generational one is what you do — every year, deliberately — with the tax code.
Investment returns matter. What you keep matters more.
Tomorrow's tax law is the single largest unknown in your plan. We position you to be resilient regardless of which way it moves.
The order you spend matters. Drawing from the wrong account first can cost six or seven figures over a retirement.
Wealth concentrated in pre-tax retirement accounts is taxed twice — once at the estate level, once at the beneficiary level. Architecture matters.
Most affluent families transfer more wealth to the IRS than to their grandchildren. It does not have to be that way.
Helping business owners exit with more than a purchase agreement.
The sale of a company is the single most consequential financial event of an owner's life — and the years before the sale matter more than the closing. Valuation, deal structure, entity strategy, and personal tax positioning quietly decide how much of your life's work actually ends up in your family's hands.
- Business Valuation
Knowing what you have — and what it could be worth — well before a buyer makes an offer.
- Succession Planning
Whether you sell to a strategic, a family member, or your team, design comes first.
- Tax-Efficient Exit Structure
Asset vs. stock, installment vs. cash, ESOPs and rollovers — structure is the entire game.
- Post-Sale Wealth Transition
From operator to steward of capital — a new chapter with a new set of tax rules.
What wealthcare planning actually feels like.
Working with Brooks is intentionally personal, deeply researched, and engineered around your family — not a model portfolio. This is concierge planning for people who have already built the wealth and are now deciding how to use it.
An unhurried conversation about your family, your business, and the picture of success you have in mind for the next chapter.
A thorough analysis of your returns, retirement accounts, entities, and estate documents — surfacing the opportunities most advisors miss.
A written, multi-year plan that integrates tax strategy, retirement distributions, business decisions, and legacy intent into a single coordinated design.
We execute alongside you — coordinating attorneys, CPAs, and custodians so the plan becomes reality, not a document on a shelf.
Recurring strategy sessions, annual tax positioning, and lifelong stewardship of the plan as your life — and the tax code — evolve.
Proudly based in Louisville.Serving affluent families nationwide.
From downtown Louisville and the Ohio River waterfront to the executive communities of the Highlands, Indian Hills, and Anchorage, Wicker Strategic Wealthcare Group is built into the fabric of Kentucky's most established families and business owners — and quietly serves clients well beyond the Commonwealth.
A private office built into the rhythm of the city — and the families who built it.
The standards of an old-line family office, with the modern discipline of a tax-led practice.
Affluent clients across the country quietly rely on Brooks as their tax-led second opinion.
Every plan begins with the bill most advisors avoid — and ends with a number you actually keep.
The kind of advisor families recommend only to people they trust.
Our work is private by nature. With permission, a few of the families we serve have shared a piece of their experience.
Brooks reviewed the structure of our company sale eighteen months before closing and quietly saved our family seven figures in avoidable tax. He is the call I should have made years earlier.
We had three advisors and still felt unclear. Brooks integrated the entire picture — taxes, Roth conversions, estate, charitable — into one plan that finally made sense.
Brooks treats taxes the way most advisors treat investments — as the first thing, not the last. It has changed what our family's wealth will mean to our grandchildren.
Let's protect what you've spent a lifetime building.
A private consultation is the most direct way to see whether Wicker Strategic Wealthcare Group is the right fit for your family. We'll listen carefully, share specific observations, and tell you honestly where we can help.
Wicker Strategic Wealthcare Group · Louisville, Kentucky. Serving affluent families and successful business owners nationwide.