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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
Christina Walasik, CFP®
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. Christina obtained her CFP® certification through Northwestern University.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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.
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Women’s Retirement Roadmap Webinar
Micheal Binger, CFA®
President of Gradient Investments, LLC
Mr. Binger is the President of Gradient Investments. He has been with Gradient Investments since 2012 and has more than 30 years of total investment management experience. Mr. Binger’s prior roles include managing multi-billion dollar investment products for a large institutional asset manager. He graduated with a bachelor’s degree from the University of Minnesota and is a CFA® charterholder. We believe that he brings a depth of market experience that is rare within the industry and has been a featured contributor with several media outlets including CNBC, Fox Business, Barron’s, and The Wall Street Journal.
Jeremy Bryan, CFA®
Senior Portfolio Manager of Gradient Investments, LLC
Mr. Bryan is a Senior Portfolio Manager for Gradient Investments. He has been with Gradient Investments since 2016 and has over 15 years of total investment management experience. Mr. Bryan’s job history includes equity research and portfolio management roles for institutional asset managers in Minneapolis and New York. He has been a frequent contributor to media outlets including CNBC, Fox Business, Reuters, and The Wall Street Journal. Mr. Bryan graduated with a bachelor’s degree from St. Cloud State University, earned an MBA from the University of St. Thomas, and is a CFA® charterholder.
Mariann Montagne, CFA®
Portfolio Manager of Gradient Investments, LLC
Ms. Montagne is a Portfolio Manager for Gradient Investments. She has been with Gradient Investments since 2014 and has more than 25 years of total investment management experience. Ms. Montagne’s prior roles include equity analysis for institutional fund managers as well as a senior investment analyst position for a $500M registered investment advisor. She is a frequent contributor to media outlets, including CNBC, Fox Business, Bloomberg, and Barron’s. Ms. Montagne graduated with a bachelor’s degree from the University of Detroit and is a CFA® charterholder.
*Third-Party Money Management is offered through our Strategic Alliances with Gradient Investments, LLC
This endorsement of Gradient Investments, LLC is provided by an investment advisor who refers clients to Gradient Investments, LLC. A conflict of interest exists because this investment advisor receives a portion of the annual management fee charged by Gradient Investments, LLC, based on the assets under management of this investment advisor’s clients. This endorsement could assist in the investment advisor increasing the assets placed with Gradient Investments, LLC, and therefore their compensation. These investment advisors are not affiliated with or supervised by Gradient Investments, LLC.