After spending more than a decade with well-known firms such as Payne Webber (UBS) and Edward Jones, Chris realized that the best way to truly serve his clients was through complete independence. That vision led to the creation of Pilot Wealth Management — a firm built on the belief that financial planning should never be a one-size-fits-all process.

Chris founded Pilot Wealth to provide personalized, strategic investment management and holistic financial planning tailored to each family, individual, and business. Independence allows the firm to focus entirely on clients’ best interests and helping them maximize income before retirement and efficiently distribute it during retirement.

The name Pilot Wealth reflects Chris’s early passion for aviation when he was a student at Embry-Riddle Aeronautical University. While it was hard for him to step away his dream of becoming a pilot, he discovered his true calling in guiding clients toward financial confidence and success.

Pilot Wealth Management is a boutique wealth advisory firm built on genuine relationships and thoughtful, comprehensive planning. We proudly serve families across Michigan and in more than 20 states, helping them navigate life’s financial decisions with clarity, confidence, and purpose.

We take the time to understand you on a deeper level - what you value, who you care about, how you make decisions, and what you hope to achieve. Your story guides our work. When clients join Pilot Wealth, they become part of a collaborative, family-like environment where their goals truly matter and their financial life is treated with care.

Every individual, family, and business is unique, so your financial plan should be too. Our holistic approach brings all the moving pieces together; goal setting, investment management, income and expenses, debt strategies, education planning, tax efficiency, estate considerations, stock option planning, and more. We provide clear, practical guidance designed to be both easy to understand and tailored to your long-term vision.

At Pilot Wealth, our mission is simple: help you build a well-designed, efficient financial life so you can focus on what matters most.