Pilot Wealth Management, LLC is a fiduciary financial advisory firm that provides comprehensive wealth management services, including financial planning, investment management, and retirement planning for individuals, families, and trusts. The firm emphasizes a client-centric approach, aiming to guide clients toward their long-term financial goals. It is important to note the history of the name; the current entity was formed in 2014 after a predecessor firm of the same name, led by founder Scott Wolas, was discovered to be a massive Ponzi scheme. The current firm is operated by different principals.

Founded in

United States