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Wealth & Asset Management

This page will introduce you to our practice relating to wealth management, and how we can assist you in meeting your financial goals.

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Wealth Management Made Easy

Picker & Auerbach CPAs is a full service accounting firm consisting of Barry Picker, CPA/PFS, CFP® and Zesha Auerbach, CPA, MBA who combine for over 75 years of experience. Among the services provided is fee‐only financial planning. This service is mainly provided by Mr. Picker who is a Certified Financial Planner. Mr. Picker has been quoted in numerous publications and regularly speaks to other professionals on tax and financial planning subjects.

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Investment Advisory Experience

Mr. Picker is also the owner of Calculated Financial Solutions LLC (CFS). CFS is a registered investment advisory firm that provides asset management services by creating diversified investment portfolios geared to each client’s individual goals.

In this capacity Mr. Picker is ably assisted by Mr. Auerbach and Leonard Smith, MBA. Mr. Smith brings many years of experience in portfolio management and security selection.

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Get Together With Us

All investment portfolios, once created, are regularly monitored to confirm continuing suitability of current holdings, or to recommend a suitable replacement. We work with each client on a one‐to‐one basis to determine individual needs and to create a personalized financial plan. We would be happy to meet with you to discuss our services more in depth. Please feel free to contact us at (718) 336‐8842 to talk further or to set up an appointment.

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Learn more about Picker & Auerbach today

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