OUR PROCESS
THE ART & SCIENCE OF WEALTH MANAGEMENT

Pickler Wealth Advisors provides goals-based wealth management, personalized advice,

and intellectual capital to solve your problems.

AT THE INTERSECTION OF ART AND SCIENCE LIES MAGIC AND WONDER WHERE WE HELP EMPOWER YOUR DREAMS TO REALITY

ART

DISCOVER

UNDERSTAND

You have unique passions and goals, and Pickler Wealth Advisors is committed to learning about you and what is important to you and your family.

 

We want to develop a clear understanding of your family, your interests, and your passions because that helps us create a customized wealth management solution that will help you achieve your life goals.

ANALYZE

You worked hard to earn and build your wealth. We use all of the many tools at our disposal to analyze your family needs, current financial situation, investment experience, risk tolerance, and time horizon.

SCIENCE

DESIGN

PLAN

We have comprehensive planning tools that allow us to use your personal financial data and our understanding of your needs to design a customized plan for you. We will build a plan that places your assets in investment vehicles that will best achieve your goals.

 

Your plan will include methods for wealth preservation and wealth transfer. We will preserve your assets by minimizing income tax exposure, balancing your liquidity needs with portfolio growth through active portfolio management, providing thorough analysis of health and long-term care insurance needs, and planning for future special needs.

 

A successful plan will also provide for a successful transfer of your wealth. Your plan will include estate planning recommendations, life insurance needs analysis, and estate tax planning. If you are a business owner, you must consider your business succession plan. Do you have one? We provide solutions that include business succession planning, family trusts for transfer of your assets, and philanthropic and charitable gifting wishes.

DEPLOY

IMPLEMENT

Your plan will incorporate specific strategies that will be integral to converting your plan design into action.

MONITOR

Perhaps the most important part of our advisory process is a commitment to ongoing monitor and review. As your life and markets change, so too must your plans. Our disciplined process of systematic review will provide the greatest opportunity for planning success and achieving your live goals.

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

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.

© Pickler Wealth Advisors. All rights reserved. 2020.

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