HIGH-TECH AND HIGH-TOUCH.
The single most important aspect of the way Pickler Wealth Advisors operates is our commitment to client services. This goes beyond the standard conference-room meeting, and flows into everything we do. We are there for you when times are tough, and are committed to connection, communication, and clarity. We are a phone call away and proudly empower you with unlimited, personal access to your trusted advisor — Day or night, 24/7/365. You can feel comfortable knowing a member of our team will handle your needs in a timely manner, with complete discretion and professionalism.
Market Calls with David Pickler
Dial into BullTalk, our Market Call hosted by David Pickler, and engage in a post-call Q&A session. Though these informative calls are typically held on a quarterly basis, we initiate these as often as necessary depending on the current economic climate. We believe this method of communication is the best way to keep you informed on market news and current events.
Weekly Market Updates
On a weekly basis, we electronically distribute our Weekly Market Update — a robust document that breaks down the current market into easy-to-digest pieces. This Update distills important information for our clients including “General Market News,” “Market Index Performance Data,” and “What to Look Forward to.”
Stay Connected with PWA Online
Another important communication tool we utilize is our online content. Catch up on engaging, financial-related articles on our social media channels. Each day, we post compelling articles, community initiatives, and upcoming client events. Follow us on Facebook, Instagram, Twitter, LinkedIn, and YouTube.
The PWA Talk Show
Tune in to our NEW talk show, BullTV. Hosted by David Pickler and produced by Collierville High School, this monthly show empowers, educates, and entertains while highlighting the citizens of Collierville who inspire and deliver solutions for a stronger community. Each month, we sit down with engaging guests and have an open, transparent dialogue about their unique role, initiatives, and legacy.
The PWA Podcast
As part of our commitment to being high-tech and high-touch, we have launched a NEW podcast called BullCast. Delivering real talk while making financial topics more accessible, co-hosts Katie Pickler and Cort Winsett break down personal finance into engaging, bite-sized topics. Join them on their journey to “remove the veil” as they bring a basic level of awareness in a relatable, honest, and pop-culture-fueled format.
Exclusive Access to Events
We are passionate about creating events that enrich the lives of the clients and communities we serve. On a monthly basis, we host celebrations, workshops, and galas which bring people together. Whether it be our Market and a Movie event where we screen the latest blockbuster, an Authentic Italian Wine Tasting Experience, or our Great Performances private jazz concert, we’re confident you will find an event to fit your lifestyle.
At the beginning of each year, our firm mails out David Pickler’s State-of-the-Firm Letter to every client. This communiqué serves as an annual message that informs you of what is happening at Pickler Wealth Advisors. It also states David’s predictions on what to expect in the following months when it comes to the economy and markets. We believe this letter is a perfect way to stay transparent with our clients while also keeping in touch.
My Two Cents
Every Tuesday, David Pickler sends out My Two Cents, a weekly e-newsletter that captures his thoughts on current events. Subscribe to My Two Cents to get a better picture of our world through interesting articles, pictures, videos, and more!