Next-Level Guidance for Next-Level Wealth
Everything you’ve worked hard to earn should be managed with the same level of focus and effort—nothing less.
Jonathan Pickert has the knowledge and experience helping select investors like you solve for complex wealth management, philanthropic and legacy needs.
In-Depth Discovery Session.
You do the talking, we listen—unless we ask questions to fully understand what you want to achieve.
Estate Planning Strategies
Everyone could use an estate plan. It’s not about what you own – but putting you in control. Here’s some helpful information to think about and get started.
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Investment Products
Developing your investment plan includes choosing which products and services might help you meet your financial goals. Review some of the selections we offer to our clients. We can discuss what might work for your situation and help you as you work toward achieving your goals.
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Philanthropic Strategy
Jonathan Pickert can refer you to specialists at Wells Fargo Bank Philanthropic Services, who have the knowledge and experience to help clients incorporate their charitable vision within their overall wealth management plan.
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Treasury Management
Jonathan Pickert provides access to Wells Fargo Bank who offers treasury management technology to simplify and streamline your business.
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Retirement Planning
Creating a plan can help you stay focused, plan for challenges, and make choices that work for you. Find out how to create and manage your retirement plan. We’ll look at your whole picture. Together, we’ll prioritize your goals for the future and map out a financial course to help you achieve them.
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Insurance
You can’t avoid all risks in life. Insurance can play a key role in helping preserve your assets and achieve your financial goals.
It’s all about keeping an eye on both assets and liabilities. Insurance allows you to transfer a risk from your balance sheet to an insurer’s. Find out why we recommend insurance as part of your investment plan.
Ready To Connect?
We Are.
Reach out to schedule your discovery session. We can meet online, at our office or another location convenient for you