Pickler Wealth Advisors is thrilled to announce a significant achievement. For the first time in the decades-long history of our business, on February 15th, Pickler Wealth Advisors’ Assets Under Advisement had a closing value of over $500 million. This remarkable milestone stands as a testament to the trust you have placed in us over the years. We are immensely grateful for your confidence in our advice and counsel. Without your belief in us, reaching this milestone would not have been possible.
“Having just celebrated 40 years in the industry last week, there is no better way to commend the occasion,” said David Pickler, President and CEO of Pickler Wealth Advisors. “This level of asset accumulation has been achieved due to our firm’s dedication to deliver solutions for our clients and their families, each and every day. This is a tremendous achievement, and I am honored to serve alongside an outstanding team.”
At Pickler Wealth Advisors, we recognize that our clients are at the heart of everything we do. Their financial goals and aspirations serve as our guiding compass, shaping our strategies and decisions. We are deeply appreciative of the opportunity to work alongside such remarkable individuals and families, helping them navigate the complexities of life and achieve their desired outcomes. Our clients' confidence in our abilities fuels our passion for delivering tailored solutions and personalized service, ensuring that their financial needs are met with the highest level of care and experience.
As we celebrate this momentous occasion, we remain steadfast in our commitment to serving our clients with integrity, transparency, and professionalism. We look forward to continuing our journey alongside our clients, guiding them toward their financial goals and helping them reach their dreams with confidence.
Once again, we express our sincere appreciation to YOU for helping us reach this remarkable milestone.