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David A. Pickler, Esq., CFP®, ChFC®, CDFA®

President and CEO

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David A. Pickler, Esq., CFP®, ChFC®, CDFA®

President and CEO

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Wesley Callahan

Vice President

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THE CORE VALUES OF PWA

Pickler Wealth Advisors holds fast to the belief that maintaining a clear set of values is an important piece of the advisor/client relationship. Above all, we value accountability, transparency, and consistency in everything that we do.

We define success as being significant in the lives of the clients we serve and the communities in which we live.
We make a difference in the lives of our clients. We celebrate their achievements and support them in the times of challenge and adversity, helping them navigate through life’s turbulent waters.
We empower our clients’ dreams.

Pickler Wealth Advisors

OUR FAMILY DELIVERING SOLUTIONS FOR YOUR FAMILY.

THE CORE VALUES OF PWA

THE CORE VALUES OF PWA

Pickler Wealth Advisors holds fast to the belief that maintaining a clear set of values is an important piece of the advisor/client relationship. Above all, we value accountability, transparency, and consistency in everything that we do.

We define success as being significant in the lives of the clients we serve and the communities in which we live.
We make a difference in the lives of our clients. We celebrate their achievements and support them in the times of challenge and adversity, helping them navigate through life’s turbulent waters.
We empower our clients’ dreams.

Pickler Wealth Advisors

OUR FAMILY DELIVERING SOLUTIONS FOR YOUR FAMILY.

Pickler Wealth Advisors holds fast to the belief that maintaining a clear set of values is an important piece of the advisor/client relationship. Above all, we value accountability, transparency, and consistency in everything that we do.

We define success as being significant in the lives of the clients we serve and the communities in which we live.
We make a difference in the lives of our clients. We celebrate their achievements and support them in the times of challenge and adversity, helping them navigate through life’s turbulent waters.
We empower our clients’ dreams.

Pickler Wealth Advisors

OUR FAMILY DELIVERING SOLUTIONS FOR YOUR FAMILY.

BULLTALK MARKET CALLS

BULLTALK MARKET CALLS

THE CORE VALUES OF PWA

Pickler Wealth Advisors holds fast to the belief that maintaining a clear set of values is an important piece of the advisor/client relationship. Above all, we value accountability, transparency, and consistency in everything that we do.

We define success as being significant in the lives of the clients we serve and the communities in which we live.
We make a difference in the lives of our clients. We celebrate their achievements and support them in the times of challenge and adversity, helping them navigate through life’s turbulent waters.
We empower our clients’ dreams.

OUR FAMILY DELIVERING SOLUTIONS FOR YOUR FAMILY.

THE CORE VALUES OF PWA

Pickler Wealth Advisors holds fast to the belief that maintaining a clear set of values is an important piece of the advisor/client relationship. Above all, we value accountability, transparency, and consistency in everything that we do.

We define success as being significant in the lives of the clients we serve and the communities in which we live.
We make a difference in the lives of our clients. We celebrate their achievements and support them in the times of challenge and adversity, helping them navigate through life’s turbulent waters.
We empower our clients’ dreams.

OUR FAMILY DELIVERING SOLUTIONS FOR YOUR FAMILY.

THE CORE VALUES OF PWA

Pickler Wealth Advisors holds fast to the belief that maintaining a clear set of values is an important piece of the advisor/client relationship. Above all, we value accountability, transparency, and consistency in everything that we do.

We define success as being significant in the lives of the clients we serve and the communities in which we live.
We make a difference in the lives of our clients. We celebrate their achievements and support them in the times of challenge and adversity, helping them navigate through life’s turbulent waters.
We empower our clients’ dreams.

OUR FAMILY DELIVERING SOLUTIONS FOR YOUR FAMILY.

THE CORE VALUES OF PWA

Pickler Wealth Advisors holds fast to the belief that maintaining a clear set of values is an important piece of the advisor/client relationship. Above all, we value accountability, transparency, and consistency in everything that we do.

We define success as being significant in the lives of the clients we serve and the communities in which we live.
We make a difference in the lives of our clients. We celebrate their achievements and support them in the times of challenge and adversity, helping them navigate through life’s turbulent waters.
We empower our clients’ dreams.

OUR FAMILY DELIVERING SOLUTIONS FOR YOUR FAMILY.

We define success as being significant in the lives of the clients we serve and the communities in which we live.

We make a difference in the lives of our clients. We celebrate their achievements and support them in the times of challenge and adversity, helping them navigate through life’s turbulent waters.

We empower our clients’ dreams.

We define success as being significant in the lives of the clients we serve and the communities in which we live.

We make a difference in the lives of our clients. We celebrate their achievements and support them in the times of challenge and adversity, helping them navigate through life’s turbulent waters.

We empower our clients’ dreams.

We define success as being significant in the lives of the clients we serve and the communities in which we live.

We make a difference in the lives of our clients. We celebrate their achievements and support them in the times of challenge and adversity, helping them navigate through life’s turbulent waters.

We empower our clients’ dreams.

We define success as being significant in the lives of the clients we serve and the communities in which we live.

We make a difference in the lives of our clients. We celebrate their achievements and support them in the times of challenge and adversity, helping them navigate through life’s turbulent waters.

We empower our clients’ dreams.

BULL TALK MARKET CALLS

BULL TALK MARKET CALLS

David Pickler's Quarterly Market Call gives you an engaging look into the most recent economic trends as well as early market conditions. Listen in as David breaks down what's happening in our world today.

David Pickler's Quarterly Market Call gives you an engaging look into the most recent economic trends as well as early market conditions. Listen in as David breaks down what's happening in our world today.

Our client-focused process is tailored to help individuals set financial goals, develop a financial road map, and implement the appropriate financial tools and strategies.

Our client-focused process is tailored to help individuals set financial goals, develop a financial road map, and implement the appropriate financial tools and strategies.

OUR COMMITMENT TO CLIENT SERVICE

OUR COMMITMENT TO CLIENT SERVICE

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Tax Strategies for Life's Biggest Transitions

David Pickler
Mar 31
1 min read

Advisors share strategies to reduce tax drag on wealth transfers, divorce and retirement income.

This video discussion was originally published on InvestmentNews on March 26, 2026.

Major life events can trigger major tax consequences. In this episode of InvestmentNews TV, industry leaders David Pickler, Stan Gregor, and Todd Bryant break down how advisors can help clients navigate tax-efficient planning around retirement, divorce, estate strategy, Roth conversions, required minimum distributions, and intergenerational wealth transfer. Watch the conversation for practical insights on protecting assets, reducing tax drag, and building a more comprehensive financial plan.

https://www.youtube.com/watch?v=7fEhFafLIvw

Source & Original Publication

InvestmentNews TV: "Smart money moves: Tax strategies for life's biggest transitions"

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