A complete list of active advisors currently associated with Pickwick Wealth Management

Warmer can help you find a great advisor at Pickwick Wealth Management or one who fits your needs even better.

Pickwick Wealth Management is a small, state-registered advisory firm that offers discretionary asset management and financial planning and consulting to individual clients, including high-net-worth individuals. The firm reports approximately $11.4 million in discretionary assets under management across about 20 client accounts and provides ongoing portfolio management directly as well as through Orion Portfolio Solutions and co-advisor relationships. The firm’s investment process is client-tailored, using fundamental analysis to build asset allocations and model selections that reflect each client’s goals, time horizon, and risk tolerance, and it generally exercises discretionary trading authority with quarterly account reviews. Pickwick also delivers full financial plans and limited-topic consulting engagements, and allows clients to impose written investment restrictions that the advisor will honor. Notable features disclosed in the brochure include an affiliated insurance business: the firm’s principal operates as an independent insurance agent and spends a substantial portion of time on those activities, receiving typical insurance compensation and disclosing the attendant conflicts. Pickwick also shares fees with a co-advisor and participates in an incentive arrangement with that co-advisor, arrangements the firm discloses and says it mitigates through disclosures, procedures, and its fiduciary obligations.

To learn more about the advisors currently working at Pickwick Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Christina Walasik	Deerfield, IL	9

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support