Our Services How We Work With You

Wallick Wealth Management provides a variety of financial planning services all designed to meet you where you are—and help you get to where you want to be.

Estate Planning →

Estate Planning

Determining how your assets will be allocated upon your death or incapacitation can be a sensitive topic. We understand the importance of knowing everything will be distributed according to your wishes. Together, we’ll help you make the appropriate decisions, whether your goal is to set up trusts, designate beneficiaries, create a will, or reduce estate taxes.

Financial Planning →

Financial Planning

Your unique values and objectives are the driving force behind your entire financial plan—and they evolve over time as your circumstances and priorities change. We’ll work together to create a personalized plan, all the while empowering you to achieve your financial goals.

Legacy Planning →

Legacy Planning

You want your financial and personal legacies to endure and reflect your values and goals—even after you’re gone. Working together, we’ll create a strategy that includes minimizing tax implications as you transfer assets to future generations or charitable causes.

Philanthropy →

Philanthropy

Is making meaningful contributions to specific communities and organizations important to you? If so, we can help you strategize philanthropic giving strategies, such as impact investing, charitable remainder trusts, and donor-advised funds.

Retirement →

Retirement

Our goal is to help you retire comfortably, feeling financially secure. We carefully assess your current financial situation, then create a personalized retirement income plan and explore alternative investment opportunities, including tax-efficient withdrawal strategies.

Tax Management →

Tax Management

Because taxes can significantly affect your return on investments, we make tax management and implementing tax-efficient strategies a fundamental part of your financial plan. We have years of expertise in implementing comprehensive tax management strategies to help you reach your long-term goals.