Who We Serve

At Pilot Wealth Management, we work with individuals, families, and business owners across the country. Like many Americans, our clients have families and work hard for their money. But even the most diligent savers often have to stretch their dollars to make ends meet. 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 to find someone who can help with their finances and who understands their lifestyle and situation.

This is where we come in. 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 mission is to make financial planning less complicated and saving for your family’s future less daunting.

We founded Pilot Wealth Management for everyday people like you, no matter what phase of life you’re in. From understanding your retirement plan offered at the University of Michigan, Ford, or other business, to navigating a new job, growing family, inheritance, or divorce, we’re here to help. We want our clients to know that they always have someone on their side who understands their situation and can guide them in their decision-making progress.