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