Who We Are
Picardy Wealth Management was born from the desire to find a new way to help clients improve and organize their financial lives into a straightforward, interactive format. We are an independent firm that is committed to helping clients solve their complex financial goals.
“At Picardy Wealth Management, we recognize that we are not all things to all people - nor do we want to be. We are ALL things to some people and our client relationships are based on a very specific FIT process. This allows us to provide an elevated client experience keeping all the pieces of each clients financial plan in place.”