Wanda Kilman Pittman

The firm provides discretionary investment management and a range of financial planning services, including retirement, estate, cash‑flow, insurance and tax planning, as well as tax-preparation services. As of March 30, 2026 it reports managing about $25.6 million across 199 accounts for individuals, trusts, estates, charitable organizations and small businesses.

The firm customizes portfolios to each client’s risk tolerance and time horizon, using fundamental, technical and quantitatively driven analysis across stocks, bonds, ETFs, mutual funds and options. It monitors accounts regularly (typically quarterly), uses a client Risk Assessment Questionnaire to set suitability, and may employ shorter-term trading or channel‑trading techniques in appropriate circumstances.

Distinctive features include the adviser’s status as a licensed insurance agent who may receive commissions for life insurance sales and who also provides paid tax-preparation services, while estimating approximately 99% of time is devoted to investment management and 1% to those ancillary activities. The brochure also discloses a history of regulatory matters and settlements from the mid-2000s through 2011, which the adviser disputes, and describes operational practices such as providing client invoices to reconcile custodian fee withdrawals and declining to exercise proxy voting authority.