Broker Check

Our Story

Putting An Emphasis On Our Experience

Sankey Wolf Group Ltd. is a reputable financial advisory firm with a rich history and a commitment to providing exceptional service. Originally founded in 1972 as Bill Hickey & Associates, our female-owned and operated firm has undergone a transformation following the passing of our founder, Bill Hickey, in 2021. The ownership and name have changed, but we remain dedicated to upholding the values that Bill Hickey instilled in our organization – loyalty and trustworthiness.

 

At our firm, we understand that each client has unique aspirations and circumstances. We are committed to tailoring our services to meet their specific needs. Our team of experienced professionals is dedicated to maintaining open lines of communication, ensuring that our clients are always informed and involved in the decision-making process. By working closely with our clients, we gain a deep understanding of their financial objectives and develop comprehensive strategies to help them achieve their goals.

Keeping The Focus On Transparency & Commitment

Our mission is to provide outstanding service to our clients and earn their loyalty and trust as we work together towards their financial goals. We believe in constant communication, meticulous planning, and proactive projection for all of our clients. By keeping our eye towards the future, we aim to eliminate surprises and ensure that our clients are prepared for any financial challenges they may face, whether it's taxes, finances, or business performance.

Building long-term relationships with our clients based on trust, reliability, and exceptional service is at the core of what we do. We strive to exceed expectations, providing personalized attention and comprehensive financial solutions. 

A Look Into Our Process

At Sankey Wolf Group, we follow a systematic approach to ensure that we provide the best possible financial advisory services to our clients. Our process is designed to guide you towards your financial goals while keeping you informed and involved every step of the way. Here's a breakdown of our process:

Step One: Information Gathering

We begin by thoroughly understanding your financial situation, goals, and aspirations. Through detailed discussions and comprehensive analysis, we gather all the necessary information to develop a deep understanding of your unique circumstances.

Step Two: Develop a Plan

Based on the information gathered, our experienced professionals will work closely with you to create a customized plan that addresses both your investment and accounting needs. This plan is tailored to align with your goals, risk tolerance, and time horizon, ensuring a comprehensive approach to your financial success.

Step Three: Define Roles

We believe in the importance of clearly defining roles and responsibilities between our firm and our clients. Through open and transparent communication, we establish a collaborative partnership, ensuring that both parties understand their respective roles in the implementation of the plan.

Step Four: Implement the Plan

Once the plan is finalized and agreed upon, we take proactive steps to put it into action. Our team will work diligently to execute the investment strategies and accounting practices outlined in the plan, leveraging our expertise and industry insights to maximize your financial potential.

Step Five: Constant Communication & Modifications

We understand that life is dynamic and circumstances change. That's why we are committed to keeping in constant communication with you, providing regular updates on your investments, financial performance, and any necessary modifications to your plan. We believe in adapting to market conditions and evolving client needs, ensuring that your financial strategies remain aligned with your goals.

By following this comprehensive process, we aim to provide you with peace of mind and confidence in your financial future. Our team is dedicated to your success, and we will be there every step of the way, offering guidance, support, and proactive solutions to help you achieve your financial objectives. Partner with us today and take the next step towards feeling comfortable and confident in your new chapter.