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Pickwick Wealth Management
Pickwick Wealth Management helps grow and protect family wealth with a goal of leaving a substantial financial legacy. The firm provides families and...
Overview
Pickwick Wealth Management helps grow and protect family wealth with a goal of leaving a substantial financial legacy. The firm provides families and businesses with innovative financial strategies and planning aimed at financial clarity, security, and overall financial health. Services include asset maximization, enhanced planning, income planning, Social Security guidance, and tax strategies. Making strong commitments to clients and building life-long relationships are tenets of success at the firm.
General information
Firm type
RIA
Location
Region
North America
Country
United States
Principals
Christina Walasik
President, CFP®
Andrew Caverley
Director of Operations
Frequently asked questions
How does Pickwick source proprietary deal flow?
Deal flow is entirely referral-driven through a closed network of accountants, wealth advisors, private bankers, and peer family-office principals. By maintaining no public contact point, Pickwick avoids unsolicited pitches and ensures every opportunity arrives with an implicit reputation screen from the referring party.
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