Pilot Wealth Strategies

Pilot Wealth Strategies is a registered investment advisor based in Hayden, Idaho, offering discretionary and non-discretionary investment management, financial planning, consulting, and retirement plan services. Pilot Wealth Strategies manages portfolios for individuals, high-net-worth families, estates, trusts, retirement plans, and businesses. The firm builds diversified portfolios primarily using equities, exchange-traded funds, mutual funds, and fixed income securities. Pilot Wealth Strategies tailors its investment strategies to each client's specific risk tolerance, time horizon, and goals. In addition to portfolio management, Pilot Wealth Strategies offers comprehensive financial planning covering retirement, insurance, taxes, education, and estate planning.