HIGH-TECH AND HIGH-TOUCH.

The single most important aspect of the way Pickler Wealth Advisors operates is our commitment to ongoing monitoring and review. 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 Call with David Pickler

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 Update

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.”

Connect with PWA

Stay Connected with PWA Online

Another important communication tool we utilize is our online content. Catch up on engaging, financial-related posts through our newest enterprise, The Bull Blog. Authored by key members of the PWA team, this blog gives readers insight into investing, saving, and everything in between. We also encourage clients to follow our social media channels where we post compelling articles, community initiatives, and upcoming client events.

The PWA Talkshow: COMING SOON

Tune in to our NEW talkshow, BullTV. Hosted by David Pickler and produced by Collierville High School, this monthly show takes a deep dive into topics we are passionate about like finances and investing, estate and tax planning, and promoting financial literacy and workforce development. The show also  — and most importantly  — highlights local citizens and businesses who are doing incredible things in our community.

BullCast the Podcast

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.

State-of-the-Firm Letter

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 by David Pickler

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!

BullTalk
BullCast the Podcast
The Bull Network
COMMUNICATION IS KEY
CONNECT WITH PWA LIKE NEVER BEFORE
On the Phone

BULLTALK THE CALL

Tube Microphone in Studio

BULLCAST THE PODCAST

  • Instagram
  • Facebook - White Circle
  • Twitter - White Circle
  • LinkedIn - White Circle

Pickler Wealth Advisors   |   901.316.0160   |   1135 Halle Park Circle   |   Collierville, TN   |   38017

The Bull Network
Forbes' Best-in-State Advisor
Five Star Wealth Manager
Winner of 2019 Catalyst Award
Featured in Kiplinger's Finance
Barron's Top Advisor

This communication strictly intended for individuals residing in the states of AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IL, IN, LA, MD, MI, MO, MS, NC, NE, NJ, NV, NY, OH, OK, PA, SC, TN, TX, VA, WA, WY. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

 

Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks,

including possible loss of the principal invested.

 

Securities and advisory services offered through Commonwealth Financial Network®.

Member FINRA ,SIPC, a Registered Investment Advisor.

The Pickler Law Firm, LLC, Pickler Accounting Advisors, PLLC, and Commonwealth Financial Network are separate and unrelated entities.

Privacy Policy

© Pickler Wealth Advisors. All rights reserved. 2020.

  • Instagram
  • White Facebook Icon
  • White Twitter Icon
  • White LinkedIn Icon