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Our mission is to help provide the families and businesses we serve with innovative financial strategies and planning that result in financial clarity, security and overall financial health. Making strong commitments to our clients and building life-long relationships are tenets of success at Pickwick Wealth Management, LLC.
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 the client to understand their investment philosophy, goals, and expectations to implement an appropriate plan tailored to their individual or family’s needs. Our financial plans are designed to be simple, understandable, and flexible. In offering workshops for women exclusively, we create a comfortable environment that invites discussion of concerns and challenges that women face when planning for retirement and/or managing their wealth. This environment fosters a safe space for women to voice their questions and concerns so that we can work together to help build a financial plan that is suited for their needs.
The need for financial planning extends to anyone looking to eventually retire, gain knowledge of their income versus expenses, fund college options, plan a legacy, or manage their wealth. Pickwick Wealth Management, LLC caters to seniors looking to preserve their nest eggs, millennials looking to utilize online tools for budget planning, and those needing help with investing or wealth management. Having an expert that is knowledgeable in all of these areas is invaluable to those seeking education about the retirement plans they have through work; how much they can realistically save to retire at a certain age with the income they need; and which assets’ performance will match their investment philosophy and objectives. Tying these areas together allows Pickwick Wealth Management, LLC to implement its holistic philosophy. Our approach is to help ensure retirees and those nearing retirement have the income they can’t outlive; help plan legacies for their children and grandchildren that are built on their values and beliefs; utilize strategies with the goal to maximize Social Security income; and help them implement today’s technology as one of their financial resources. Our expertise with millennials addresses the retirement planning issues the generation faces with higher costs of living and lower earning potential. Devising plans to maximize 401K contributions as well as insight on Roth IRA funding, money saving tips, and everyday budgeting will empower them to combine online technology with fundamental financial philosophies.
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.
*Insurance products and services offered through Christina Walasik, independent agent.
What We Do
We hold educational workshops on topics such as Social Security Maximization, Legacy Planning and more.
Our firm takes pride in providing comprehensive retirement planning services to our clients.
Are You Retirement Educated?
Learn more about your retirement optionsContact Us Today!
Safe and Secure
A virtual “safety deposit box” for our clients to upload important documents and view financial information. It comprises three dynamic components, including a secure portal to send and store confidential financial documents, daily investment and banking values, as well as snapshots of financial assets and expenses to view. All data is secured with an SSL Certificate, one of the strongest encryption key available, and adheres to compliance and regulatory requirements.Vault Login
The president of the company, Christina Walasik, has over a decade of experience in the financial services industry. Before starting Pickwick Wealth Management, LLC, she was VP of a successful financial services firm in Skokie, IL for 13 years. Christina’s degree in Finance from DePaul University complements her extensive background that encompasses retirement planning, wealth management, legacy planning, review of social security benefits and tax planning. Christina prides herself on the relationships she’s built with her clients over the years and understands the importance of creating a financial plan that best suits a family’s needs. She is currently pursuing her CFP certification through Northwestern University.
Andrew Caverley joins Christina as the Director of Operations of Pickwick Wealth Management, LLC. Andrew completed his degree at Michigan State University (he’s a HUGE Spartan fan) in Human Resources with a specialization in Business and cognate in Political Science. He has extensive experience in financial services and in general management practices. Andrew and Christina have known each other professionally for years, and their complimentary skill sets maximize your experience with our firm.
*Andrew Caverley is not an Investment Advisor Representative and is not affiliated with Gradient Advisors, LLC.
There are no upcoming events at this time.
Women’s Retirement Roadmap Webinar
Wayne Schmidt, CFA®
Chief Investment Officer of Gradient Investments, LLC
In 2008, Wayne brought 30 years of institutional investment experience to the private clients of Gradient Investments. During his tenure at AXA Investment Managers, Wayne served as senior portfolio manager for the U.S. Investment Grade Fixed Income Team. As the lead portfolio manager, he managed $9.5 billion of fixed income assets with a variety of mandates ranging from aggregate, corporate and government bond portfolios.
Wayne has been quoted on the subject of the global economy in numerous nationally and internationally recognized investment publications such as Bloomberg, Reuters, and The Los Angeles Times. He is a Chartered Financial AnalystTM and a member of The Chartered Financial Analyst Institute and the Twin Cities Society of Security Analysts.
Michael Binger, CFA®
Senior Portfolio Manager of Gradient Investments, LLC
Mike brings over 24 years of institutional equity investment experience to Gradient Investments and its affiliated advisors and clients. He has extensive experience working directly with financial advisors designing and actively managing portfolios. Mike has successfully invested in numerous market and economic cycles giving him a level and depth of experience that is rare in this industry. He spent more than 20 years at Thrivent Financial where he managed numerous equity funds through various economic cycles. Mike’s media highlights include numerous appearances, providing market insight on CNBC, Bloomberg TV and Bloomberg Radio. Mike has also been quoted in The Wall Street Journal, Barron’s, Smart Money, Reuters, Business Week and numerous other local, national and global investment publications.
Mariann Montagne, CFA®
Senior Investment Analyst of Gradient Investments, LLC
Mariann has 20 plus years of working with both institutional and high net worth clients and has amassed a strong breadth of investment experience in her tenure. This experience includes company and industry sector analysis, risk monitoring and portfolio management in both the equity and fixed income markets. She is highly attuned to economic and market conditions, and has extensive experience selecting individual stocks, ETFs and mutual funds. In addition to being a CFA, she is a member of both the CFA Society of Minnesota and the CFA Institute. Mariann’s media highlights include quotes in Barron’s, The Wall Street Journal, Fortune, NPR, Washington Post and the Chicago Tribune. She has also appeared on Bloomberg TV and Fox Business News.
*Third-Party Money Management is offered through our Strategic Alliances with Gradient Investments, LLC