Wanda Kilman Pittman

The firm is a sole‑practitioner independent investment adviser that, as of July 21, 2025, managed $30,607,096 across 203 accounts. It provides discretionary portfolio management and a range of financial planning services including retirement, estate, cash‑flow, tax and insurance planning, and manages portfolios consisting of stocks, bonds, ETFs, mutual funds and options.

Portfolios are customized to each client’s risk tolerance and time horizon and the firm uses a mix of fundamental, technical and quantitatively driven analysis, employing long‑term, short‑term and trading strategies (the brochure references channel trading among approaches). Accounts are monitored regularly with quarterly reviews and monthly spreadsheet reports; clients complete a Risk Assessment Questionnaire and may impose investment restrictions, and the brochure notes that more active trading can increase transaction costs and tax consequences.

Compared with many solo independent advisers, the firm also operates as a licensed insurance agent and may receive commissions on life insurance sales, and it provides compensated tax‑preparation services (the adviser estimates spending roughly 95% of time on investment management and 5% on insurance/tax work). The brochure discloses prior regulatory proceedings and settlements (see Item 9), and the firm’s client base includes not only individuals and trusts but also charitable organizations and small businesses, which prospective clients may want to review in the full brochure.