We created the firm we wanted to help manage our families' investments and concerns. It puts our clients at the forefront of everything we do. We have a moral, ethical and legal obligation to do what is best for our clients - and we wouldn't have it any other way. Visit our blog for our perspective on Market Matters, Better Business, Media & Mindsets, and Passion Projects.
We write a newsletter every other week for business owners called Pilot's Log, a monthly newsletter about current markets called Navigating Markets, monthly articles, and our quarterly letters to clients and friends. Add your email to receive these in your inbox.
We write a newsletter every other week for business owners called Pilot's Log, a monthly newsletter about current markets called Navigating Markets, monthly articles, and our quarterly letters to clients and friends. Add your email to receive these in your inbox.
Services
What we do is just as important as who is doing it. It's important to know a little bit more about us; after all, resumes, education, tendencies and quirks are important when deciding who you want to work with. We write a newsletter every other week for business owners called Pilot's Log, a monthly newsletter about current markets called Navigating Markets, monthly articles, and our quarterly letters to clients and friends.
Jason is the big picture guy both for our clients and our firm. Always the king of using analogies to explain a situation, Jason likes to think of himself as the clients' personal financial quarterback. He jokes that he has done it all: had the corporate job, been his own boss, hired people, swept warehouses, raised funds - been there.
Nick formally serves as Portfolio Manager and eats and breathes research. We've heard him say countless number of times that even if he was retired, he would still be researching investments. Have you read a book? He's read it. Need a statistic? He knows it. Inner-office arguments are unfair due to his photographic memory and expertise.
We know founders just starting their companies and others who have built up their businesses over decades. Most everyone thinks about selling. Maybe not today, but one day in the future they'll be ready to turn their business over to another and start their next chapter. Perhaps this makes us odd, but we do a great deal of thinking and brainstorming away from the computer.
We love investing in companies that offer clear paths for growth at cheap prices today with great management teams. It's how our minds are wired, and we are always on the hunt for new, undiscovered opportunities. We have recently increased our focus on looking for smaller, undiscovered, and cheap companies to add to portfolios.
Reviews
Be the first to review Pilot Wealth Management.
Write a Review
