Sherwood, OR Office

Pilot Wealth Management provides investment advisory and financial planning services to individuals, high‑net‑worth families, trusts, estates, businesses, and investment partnerships. The firm offers discretionary portfolio management alongside comprehensive planning services such as retirement planning, tax coordination, estate and philanthropy planning, employee stock option guidance, and succession and family governance work.

The firm typically implements discretionary asset-allocation models (Growth, Moderate Growth, Income) and builds tax-aware portfolios using value‑oriented individual equities, bonds, mutual funds, and ETFs, while also accommodating customized allocations and non‑discretionary advice for accounts held away from custody. Accounts are monitored continuously with formal reviews at least quarterly, and Pilot Wealth coordinates with clients’ other advisors on implementation and tax matters.

Distinctively, Pilot Wealth serves as investment manager to affiliated private pooled investment partnerships managed through Pilot Capital Partners, which target small, illiquid, under‑owned, owner‑operated public companies (including OTC and Pink Sheet securities) and accept performance‑based compensation at the fund level. Those affiliated pooled‑vehicle activities and the attendant conflict‑of‑interest disclosures set the firm apart from most peers that focus only on individual client portfolio management.