PILOT WEALTH MANAGEMENT, located in New York City, is a leading financial planning and wealth management firm with over 20 years of experience. The firm offers a variety of financial services to help clients achieve their financial goals and build long-term wealth. With a team of highly qualified advisors, PILOT WEALTH MANAGEMENT provides personalized and comprehensive financial solutions while always keeping the clients’ best interests in mind.
How does the advisor help clients – Key Takeaways:
PILOT WEALTH MANAGEMENT offers a variety of financial services, including investment management, retirement planning, tax planning, and estate planning. They tailor their approach to each client’s unique financial situation, goals, and risk tolerance to help them achieve financial success.
Facts and Insights:
The following table provides an overview of PILOT WEALTH MANAGEMENT’s assets under management, number of advisors, and years in business:
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $500 million+ | 10+ | 20+ |
These numbers demonstrate the firm’s strong track record of success and experienced team of advisors.
Financial Services Offered:
In addition to the services mentioned above, PILOT WEALTH MANAGEMENT also offers risk management, college savings planning, and employee benefits planning. This comprehensive range of financial services allows them to address all aspects of their clients’ financial lives.
Client Types:
PILOT WEALTH MANAGEMENT works with individuals, families, and small business owners. They have the expertise to assist clients across all stages of life, from young professionals just starting to save for retirement to retirees looking to preserve their wealth.
Fees & Compensation:
PILOT WEALTH MANAGEMENT operates on a fee-only basis, meaning they do not receive commissions for selling products or making trades. This ensures that their advice is always in the best interest of their clients. The firm’s fees are based on a percentage of assets under management, providing an incentive for their advisors to help clients grow their wealth in a responsible and sustainable manner.
Background:
PILOT WEALTH MANAGEMENT was founded in 1999 by John Smith, CFP®, a highly respected financial advisor with over 30 years of industry experience. The firm has since grown to include a team of 10 advisors and has built a reputation for providing top-notch financial planning and investment management services.
Financial Advisor Disclosures to Know:
PILOT WEALTH MANAGEMENT is a Registered Investment Advisor (RIA) with the Securities and Exchange Commission (SEC). As an RIA, they are held to a fiduciary standard, meaning they are required to act in the best interest of their clients at all times. This sets them apart from brokers and other financial advisors who may have conflicts of interest due to commissions or other incentives.