Pilot Wealth Strategies

Overview

Pilot Wealth Strategies is a small, independent RIA that concentrates on fee-for-service financial planning and discretionary portfolio management for individuals, families and a limited number of institutional clients. The firm’s filings show a clear preference for equity exposure, with exchange-traded equities and ETFs forming the core of public-market allocations. Advisory services include financial planning, portfolio management for individuals and small businesses, institutional portfolio work, and educational seminars. Fee arrangements are flexible — percentage of AUM plus hourly and fixed-fee options — suggesting the firm serves clients who need both ongoing investment management and project-based planning work. Pilot Wealth Strategies uses third-party alternative managers for private market and hedge strategies when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices