FROM WALL STREET

Pickler Wealth Advisors is an award-winning* independent firm dedicated to empowering your dreams. We bring the resources of Wall Street to Main Street, creating a plan for you that is personal, relevant, and achievable.

We pride ourselves on advisory excellence, assembling the appropriate tools to provide you with the best advice and counsel. We understand the complexities associated with managing finances and are here to guide you every step of the way. Because of our unique partnership with The Pickler Law Firm and Pickler Accounting Advisors, we deliver solutions and bring actionable steps to make your plan work.

 
TO MAIN STREET

Small Town Values make us who we are. We believe in community and invest in you as a valued member of our family — not just as another client.

As your trusted advisor, we partner with you to navigate through life’s challenges and obstacles to pursue your goals. We prepare you for the future.

Our job is to understand what’s important to you, develop a roadmap to get you there, and turn your vision into a reality. We are committed to excellence in client service and only consider ourselves successful when we are viewed as significant in your life.

Portfolio

 

 

Management

Asset

Allocation

Income

Strategies

Estate

Management

Tax

Planning

Insurance

Analysis

Family Wealth

Planning

Retirement

Planning

*2011-2012 Barron’s Top 1000: To compile this annual list, Barron's uses data provided by advisors and takes a number of criteria into account for this state-by-state ranking, including assets under management; revenues generated by advisors for their firms; quality of practices, which includes examination of regulatory records; and philanthropic work. According to Barron’s, generally 3000 qualified advisors are considered each year, with 30% of those advisors recognized as a Barron's top financial advisor. Some states may include more advisors than others, in proportion to state populations. 15 Tennessee advisors made the list both years. The state specific ranking is the same list organized and filtered by advisors located in that state. Investment performance is not a criterion. This award is not indicative of the wealth manager's future performance. Your experience may vary.

Five Star Wealth Manager: Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 690 Memphis wealth managers were considered for the award; 143 (21 percent of candidates) were named 2015 Five Star Wealth Managers (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.

FT 400: To compile the 2016 list, the Financial Times evaluated nominees on six primary areas and calculated a numeric score for each advisor. The areas of consideration were assets under management (AUM), asset growth, compliance record, experience, credentials, and accessibility. Approximately 985 qualified applications were received; 400 advisors were selected, representing 40.6 percent of applicants. Not indicative of advisor's future performance. Your experience may vary. For the full methodology, please visit ft.com

 
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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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