A complete list of active advisors currently associated with Pilot Wealth Strategies

Warmer can help you find a great advisor at Pilot Wealth Strategies or one who fits your needs even better.

Pilot Wealth Strategies provides discretionary and non-discretionary investment management, financial planning, consulting and retirement-plan advisory services to high-net-worth individuals, families, estates, trusts, retirement plan sponsors, corporations and charitable foundations. The firm also conducts impersonal educational seminars and workshops on financial, retirement, estate, and college planning. Its investment approach blends strategic and tactical asset allocation with fundamental, technical and quantitative analysis, using mutual funds, ETFs, individual securities and, for qualifying clients, alternative and private investments. The firm performs legacy-position review and model-manager due diligence and can serve in ERISA capacities for employer‑sponsored retirement plans, including acting as a 3(38) investment manager when engaged. Pilot Wealth is affiliated with an insurance agency and its advisers are insurance‑licensed; insurance recommendations may generate separate commissions and are disclosed and supervised as a potential conflict of interest. The combination of advising high‑net‑worth households alongside institutional retirement plans and offering public seminars is highlighted in the firm’s disclosures and distinguishes its service mix from many independent peers.

To learn more about the advisors currently working at Pilot Wealth Strategies, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Nathan Hughes	Hayden, ID	4

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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