Pickwick Wealth Management

Pickwick Wealth Management is a wealth management firm in Deerfield, IL. The firm serves families and businesses with a mission to help grow and protect wealth while building substantial financial legacies. Their specialized services include asset maximization, enhanced planning, income planning, social security reviews, and tax strategies. The firm holds a 5.00 rating.

The firm is led by President Christina Walasik, CFP®, who brings over a decade of experience in the financial services industry and a background in retirement, legacy, and tax planning. Joining her is Andrew Caverley, the Director of Operations. Pickwick Wealth Management utilizes a disciplined investment philosophy and a fiduciary approach to develop personalized asset allocation models based on individual risk tolerance and financial needs. Their services encompass the three phases of income planning, accumulation, distribution, and preservation, and include the Color of Money Risk Analysis to provide a roadmap of an individual's risk preferences. Through enhanced planning, the firm works to assist clients in preserving assets and managing wealth transfers to maintain family harmony.

Located at 707 Lake Cook Rd # 285, the office is situated in a professional area near several medical and legal practitioners, including Zen Dental, Lisa Davidoff, MD, and estate planning attorney S. Keith Collins, Esq. The immediate vicinity also includes A Foot Clinic, Dr. Harry Papagianis, DPM, and the law offices of Bruce A. Slivnick and Heller Trakhtman & Associates.

The business maintains well-documented information online, ensuring that their professional details are easily accessible to those seeking financial guidance.

Pickwick Wealth Management provides essential financial clarity and security for families and businesses throughout Deerfield.