A financial advisor can be one of the most prominent professionals a person works with in their life, playing a very personal role and forming a long-lasting relationship. It’s not surprising, then, that it can be incredibly overwhelming to find a financial advisor and firm you trust and want to work with for the long-term.
At Pilot Wealth Management, we want to make it easy for you to get to know us and understand how we can help you and your family. We are a fee-based only financial services and investment management firm based in Ann Arbor, Michigan. I formed this firm with the desire to help clients feel more at peace with their finances and to work toward their greatest retirement dreams.
What We Offer
In the simplest of terms, we provide financial planning and money management to individuals, business owners, and families from all walks of life and in all stages of life. Our goal is to serve as your financial co-pilot and navigator, and through an interdisciplinary approach, we address your varied financial needs, goals, and dreams, wherever life may lead you along the way.
Our services also extend beyond spreadsheets, portfolios, and numbers. We also build relationships with our clients, getting to know their family and where they live and work. We aim to be there to do what’s right, implementing strategies with your goals in mind, whether that's enjoying the retirement of your dreams, sending your kids to college, or leaving money to charity. These outcomes are not just dependent on how your investments perform; they require real financial planning.
We work with people who are looking for simple investment strategies that they can understand and have the ability to track results. By offering knowledge and insight into the strategies we present, you can feel more confident in your financial decision-making and have more clarity regarding your future.
Why Clients Choose Us
While each of our clients is unique, many share similar values. They are hard-working people who want to make sure their money is working hard for them in return. They may be balancing their children’s college tuition payments with saving for retirement, among other needs. And while they are well aware of the importance of planning and saving, they still aren’t entirely sure how to prepare financially when life’s big events arrive. Many of these individuals also struggle finding someone who can help with their finances and who actually understands their lifestyle and situation.
When clients work with us, they often tell us that we simply get it. We understand that, no matter how much money you earn, you want to make the most of it. And more importantly, we know that you’re looking for a smart way to invest your money that won’t put your hard-earned money at unnecessary risk. Our services are designed to do just this.
When you’re our client, you don't have to be wealthy to get the benefit of caring guidance from an experienced and dedicated financial advisor. Our goal is for clients to know that we are handling their finances the way we would handle our own — with the utmost care, concern, and focus.
Taking the Next Step
Money may not come with directions, but you don’t have to make all the hard choices and confusing decisions alone. With a supportive advisor by your side, I can help pilot you along a smooth and direct path toward financial independence.
As an added value service, I would be happy to provide you a complete financial analysis of your current financial situation and your goals. Through this analysis, I can evaluate appropriate strategies available to you. If you have questions about your current or future financial needs, I’d be happy to meet with you and conduct an initial analysis. There’s never a fee, charge, or obligation for your first meeting. To discover your financial opportunities, call me at 734-330-7033 or email firstname.lastname@example.org.
Chris Rueger, AAMS® is the President and Founder of Pilot Wealth Management, a fee-based only financial services and investment management firm. With nearly two decades of experience, he serves as a financial planner who brings financial advice and investment guidance to families serious about their financial future. With all his clients, he strives to instill in them peace of mind that their life savings is being handled appropriately so they can maintain their desired lifestyle. Based in Ann Arbor, Michigan, he works with clients locally and across the country. To learn more, connect with him on LinkedIn.
*There can be no guarantee the strategies offered will be successful and the strategies carry risks, including loss of principal.