Pickwick Wealth Management

Pickwick Wealth Management Our mission is to help provide the families and businesses we serve with innovative financial strategies.

Traveling can be fun at any age. You just need a little preparation.
10/09/2026

Traveling can be fun at any age. You just need a little preparation.

Here’s a look at the places in the U.S. that have the most senior citizens.
10/07/2026

Here’s a look at the places in the U.S. that have the most senior citizens.

December 31st can arrive faster than you think. If there are financial or tax planning decisions you’ve been meaning to ...
10/05/2026

December 31st can arrive faster than you think. If there are financial or tax planning decisions you’ve been meaning to address, now is a good time to start the conversation with your financial and tax professionals. A year-end check-in can help you identify anything that may need attention before important deadlines arrive. Call our office at (847) 730-5597.

Join Christina Walasik, CFP® for a Retirement Masterclass designed to help you better understand some of the most import...
10/05/2026

Join Christina Walasik, CFP® for a Retirement Masterclass designed to help you better understand some of the most important decisions you’ll face as you prepare for and live in retirement.
In this two-part educational workshop, we’ll explore retirement income planning, Social Security, taxes in retirement, estate planning strategies and more.
📍 Oakton College | Des Plaines, IL
🕕 6:00 PM – 8:00 PM
Choose the two-night session that works for you:
📅 Wednesdays: October 7 & 14
OR
📅 Thursdays: October 8 & 15
The $29 registration includes both evenings of the masterclass and a comprehensive Retirement Masterclass Workbook to take home.
Ready to feel more informed about your retirement?
REGISTER FOR THE RETIREMENT MASTERCLASS
https://masterclass.mypathtoretirement.com/retirement-ready-masterclass-at-oakton-community-9222026-7217-7111
*This event is not sponsored, endorsed or affiliated with Oakton College.

A deferred compensation plan can help you pay for retirement and other major expenses.
10/01/2026

A deferred compensation plan can help you pay for retirement and other major expenses.

Learn how a mega backdoor Roth works and whether it fits with your retirement goals.
09/29/2026

Learn how a mega backdoor Roth works and whether it fits with your retirement goals.

You set financial goals at the beginning of the year. How are they looking today? Now is a great time to revisit those g...
09/24/2026

You set financial goals at the beginning of the year. How are they looking today? Now is a great time to revisit those goals, celebrate the progress you’ve made, and identify anything that still needs attention.
A few small adjustments today could make a meaningful difference by year-end.

Reach out to schedule a financial check-in by calling (847) 730-5597.

Create a budget to see what expenses you can cover in retirement while still enjoying perks.
09/22/2026

Create a budget to see what expenses you can cover in retirement while still enjoying perks.

Address

707 Lake Cook Road Ste 285
Deerfield, IL
60015

Telephone

+18477305597

Website

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