What We Do
The Pickler Wealth Advisors Process
Pickler Wealth Advisors is dedicated to a process–driven model of holistic financial and estate planning. Our strategy is to design customized solutions for our clients’ life goals. Our vision is to be recognized by our clients and peers as the standard of excellence in wealth management, estate planning, and client advisory services.
The Pickler Wealth Advisors Process is:
A. What are your hopes and dreams?
B. Do you have a high or low tolerance for risk?
C. Do you have any specific tax considerations?
D. What are your goals and objectives?
E. What is your time horizon to accomplish your goals?
A. Identify investment portfolio recommendations
B. Design customized asset allocation strategies
C. Provide comprehensive wealth management services
D. Develop appropriate diversification strategies
A. Coordination of all actions necessary to implement strategies
B. Management of administrative logistics and document execution
C. Implementation of investment allocation and account funding
IV. Systematic Monitoring and Review
A. Quarterly reporting and analysis
B. Ongoing asset management monitoring and portfolio rebalances
C. Periodic planning reviews
D. Systematic client communications and market analysis