Wanda Kilman Pittman

Wanda Kilman Pittman manages investment portfolios and offers comprehensive financial planning services for individuals, trusts, small businesses, and retirement accounts. Investment management services are tailored to each client's specific risk tolerance, time horizon, and goals, utilizing individual stocks and bonds, exchange traded funds, mutual funds, and options. Wanda Kilman Pittman uses fundamental and technical analysis to guide investment strategies. In addition to managing investments, Wanda Kilman Pittman provides a wide array of financial planning services covering retirement, personal tax and cash flow, estate planning, insurance planning, divorce planning, college planning, and compensation and benefits. Clients may also request hourly consulting for tasks such as record keeping, account reconciliation, and tax organization.