PICKWICK WEALTH MANAGEMENT

Pickwick Wealth Management, LLC provides investors custom-tailored investment strategies to meet short- and long-term needs. Our goal at Pickwick Wealth Management, LLC is to help our clients realize their financial dreams by offering creative solutions through an open and transparent process utilizing both financial and insurance* solutions to achieve financial independence. As a fiduciary, Christina Walasik is legally obligated to put our clients' interests first. We empower you to navigate today's complex financial world and customize a plan to fit your individual and family needs... Pickwick Wealth Management, LLC offers comprehensive financial planning ranging from retirement planning, wealth management, income planning, estate planning, and tax planning. Our goal is to educate our clients so that they learn to understand their financial plans by using tools such as seminars, workshops, media, and financial planning software. Pickwick Wealth Management, LLC works together with..

Also known as: Pickwick Wealth Management, LLC

Primary location: Glenview United States