Pamela Plick Wealth Management LLC

Pamela Plick Wealth Management is a registered investment advisor based in Palm Desert, California, founded and operated by Pamela Plick. The firm provides personalized portfolio management and comprehensive financial planning services for individual clients. For investment management, Pamela Plick Wealth Management builds tailored portfolios using a mix of asset allocation and fundamental analysis, investing in stocks, bonds, mutual funds, exchange-traded funds, and other securities. Portfolios are managed on a non-discretionary basis, meaning Pamela Plick Wealth Management must get client approval before making any trades. In addition to ongoing portfolio oversight, Pamela Plick Wealth Management offers hourly financial planning covering retirement, income planning, tax management, estate planning, and life insurance. The firm emphasizes a fiduciary commitment to act in clients' best interests and requires no minimum account size to open an account.