Pilot Wealth Management

Welcome to Pilot Wealth Management, a Registered Investment Advisor dedicated to providing strategic alignment and capital management for families and business owners. We are committed to putting our clients at the forefront of everything we do, and we strive to create a lasting impact through our services. Our firm was founded on the belief that managing wealth is about more than just investments; it's about understanding our clients' needs, goals, and concerns.

Our Team

Our team is led by Jason Lesh, the Managing Principal, and Nick Fisher, the Portfolio Manager. Together, they bring a wealth of experience and expertise to the table, having worked in various capacities within the industry. Jason, with his background in business administration, serves as the clients' personal financial quarterback, while Nick, with his expertise in portfolio management, ensures that our clients' investments are aligned with their goals and risk tolerance.

Our Services

We offer a range of services designed to meet the unique needs of our clients. Our services include:

• Capital management: We help our clients manage their assets and investments to achieve their financial goals.
• Retirement planning: We assist our clients in planning for their retirement, including estimating the amount of money they will need, creating a savings plan, and selecting appropriate investment vehicles.
• Portfolio management: We manage our clients' investment portfolios, taking into account their risk tolerance and investment objectives.
• Non-liquid asset advisory: We provide advice on managing illiquid assets such as real estate and private equity.
• Strategic capital planning and deployment: We help our clients develop a strategic plan for deploying their capital to achieve their goals.
• Business transition and retirement distribution planning: We assist business owners in planning for the transition of their business and the distribution of their retirement assets.
• Strategic alignment: We work with our clients to ensure their financial decisions align with their values, goals, and priorities.
• Owner/executive leadership development: We provide coaching and development services to help our clients become effective leaders in their businesses and communities.
• Succession planning: We help our clients plan for the transfer of their assets and business to the next generation.
• Partnership chartering & facilitation: We assist our clients in creating and maintaining effective partnerships.
• Executive team development: We provide coaching and development services to help our clients build strong executive teams.
• Strategic planning & operational assessment: We work with our clients to develop and implement strategic plans and assess their operational effectiveness.
• Family council facilitation: We facilitate family meetings and assist in the creation and maintenance of family councils.

Subscribe to Our Writings

We believe in sharing our knowledge and insights with our clients and the wider community. 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. To receive these in your inbox, add your email and let us know which writings you're interested in.