Wallick Wealth Management Your Partner in Financial Planning Solutions
At Wallick Wealth Management, we understand your unique financial goals. Acting as your trusted fiduciary, we help you navigate the complexities of financial planning—all the while keeping your best interests in mind.
Creating Opportunity
Our commitment to partnership means we’re with you every step of the way, providing comprehensive, ongoing solutions to help you plan for long-term success and achieve financial well-being.
Wallick Wealth Management has spent decades working with high-net-worth individuals, families, and business owners, creating longstanding relationships with our clients. With our expertise in tax efficiency and tax management, you can remain compliant with changing tax regulations and focus on making strategic financial choices to best impact your future.
Meet Our Founder
Kristopher Wallick Founder & Wealth Manager
Wealth management came naturally to me, which has led to a fulfilling career over the last two decades. I use my wealth planning and investment management expertise to help guide successful families and individuals, business owners, and corporate executives through every aspect of their financial lives.
Working closely together, I build a collaborative, long-term partnership with each client. My goal is to create a personalized investment platform tailored to their unique needs—with an emphasis on tax efficiency.
Customized Financial Solutions
Whether your financial planning is focused on you, your family, or your business, we’ll create a tailored solution to help you meet your financial goals at every stage.
Understanding
We begin by ensuring we completely understand your financial objectives, including your priorities, perspective, and principles.
Creating
Next, we work together to develop a strategic plan to help you reach your financial goals—one that can withstand all kinds of market conditions and life events.
Continuing
Our relationship is ongoing—and life is full of changes—so we’ll regularly evaluate your financial plan to ensure you’re remaining on course and make recommendations and updates as needed.
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.
The Power of Partnership
At Wallick Wealth Management, we collaborate with partners who strengthen our capabilities, provide additional services, and help us efficiently meet our clients’ needs.
Let's Secure Your Financial Future — Together! It begins with a conversation about your objectives, challenges, and needs.
