Striving to empower clients everyday.
Life can be unpredictable, and even the most determined among us face challenges. At WealthPilot Financial, we help clients prepare for the unforeseen circumstances that life presents. Our experienced Wealth Management Strategists assist clients in finding their own financial horizon. We help empower those we serve with the ability to come in for a soft landing, regardless of the complexities faced personally, professionally or by happenstance. At WealthPilot Financial, we embrace the opportunity to be your financial guide on the adventure of life. Let our proven team and track record help you face the future with confidence.
Our Services
Retirement Planning
There are many life changing events that happen over the course of one’s life. The typical milestones of getting married, buying your first home, educating children, or supporting grandchildren all come to mind.
Investment Planning
At WealthPilot Financial, our approach to investment planning involves an analysis of your current position in order to give us a starting point to move forward from. We know that achieving meaningful and long lasting financial independence requires sound investing.
Estate Planning
To deliver the integrated and robust solutions that have become our benchmark, we must first assist you with a financial independence analysis. This initial phase of our process allows us to take an in-depth look at the efforts you have made thus far to prepare for your retirement or ability to pursue a passion.
Business Planning
If you are a business owner, your business is probably the most valuable asset you own. Many business owners are perplexed by the challenge of exiting their company. For most it represents the lion’s share of their wealth, but it is illiquid and the exit process can be intimidating.
Risk Management
At WealthPilot Financial, we believe that an important part of building wealth is protecting wealth. Insurance provides a crucial defense from life’s uncertainties, and can provide clients with a sense of security that their loved ones will be protected.
Tax Reduction Strategies
The amount you earn isn’t nearly as important as the amount you retain, which is why tax reduction strategies should play a major role in your wealth management.
Charitable Planning
Family philanthropy provides an opportunity to explore financial issues in a context that reflects family values and teaches the responsible use of money. It transforms charitable giving from being passive to active. Philanthropic planning is very personal.
Education Funding
Providing funds for a child’s education is one of the most important financial commitments most parents will make. Unfortunately, the cost of providing a higher education is soaring. For most parents, developing a plan for meeting education expenses has become essential.
Our Clients
Senior Executives
We cater to Senior Executives at Fortune 500 companies, offering comprehensive support for their complex financial situations, including compensation, incentives, and taxes. Our services extend beyond their working years, providing ongoing guidance during retirement or transitions to new endeavors.
Business Owners
WealthPilot Financial is experienced in working with local small business owners, offering a direct and transparent approach to managing their financial affairs. They have a team of professionals who can handle complex financial challenges efficiently. By taking a holistic perspective, they design personalized plans that efficiently meet the unique goals of business owners, whether it's exit strategies, employee benefits, or other financial needs.
Multi-Generational Families
WealthPilot Financial specializes in assisting multi-generational families with strategic wealth transfer and estate planning. They understand the importance of preserving wealth for future generations and offer solutions to address complex estate structures and ensure long-term financial sustainability. Their expertise helps families navigate potential pitfalls and create a lasting legacy.
Retirees
WealthPilot Financial caters to a growing number of retired individuals in the United States, offering tailored financial services to help them navigate the financial and emotional impact of retirement. They provide comprehensive planning strategies and aim to ensure retirees maximize their management of assets, enabling them to maintain a sustainable lifestyle throughout retirement. With expertise in retirement planning, WealthPilot Financial supports clients at any stage of their retirement journey.
Client Testimonials
Gain insights from our valued clients and their experiences.
Our Team
Nick H. Meyers, CFP®, AEP, CBEC
Partner & Wealth Strategist
Nick.Meyers@WealthPilotFinancial.com
Read morePhilip R. Stern, CPA*, CFP®, CRPC®, MBA
Partner & Wealth Strategist
Philip.Stern@WealthPilotFinancial.com
Read more8 Timeless Principles of Investing
Pursuing a sound financial strategy doesn't have to be overwhelming. Download this guide to get some bite-sized pieces of timeless financial advice.
Our Client Experiences
I felt compelled to send a brief testimonial regarding our relationship with the WealthPilot team over the years. I just wanted to say thank you for guiding my wife and I through our financial journey. Despite the recent challenges in the markets, I am confident we will be successful in reaching our ultimate goals in the future.
- Scott Schumacher, Retired Senior Managing Partner, Penn Capital Management Co LLC
Testimonial provided by Scott Schumacher, who is a current client of Nick Meyers, on 12/28/2022. No cash or non-cash compensation was provided to the client in exchange for this testimonial. This testimonial is based on the client's unique experience, may not be representative of other clients' experiences, and is no guarantee of future performance or success.
Our Client Experiences
We have had the good fortune to be guided by the WealthPilot Financial team since 1998. Through good years and lean ones, they have managed our portfolio with skill and devotion to our needs and expectations. There is no group better equipped to treat your assets like their own. We trust Nick, Phil, John & Ryan as we would family. They know us and care for us in ways that far exceed normal company/client relationships.
- Ann and Larry Winitsky, Retired Business Owner
Testimonial provided by Ann and Larry Winitsky, who are current clients of Nick Meyers and Phil Stern, on 12/28/2022. No cash or non-cash compensation was provided to the clients in exchange for this testimonial. This testimonial is based on the client's unique experience, may not be representative of other clients' experiences, and is no guarantee of future performance or success.
Our Client Experiences
Being both an Estates and Trust Attorney and a CPA, I greatly value the collaborative approach that the WealthPilot team advocates for its clients. I believe that this team approach provides added value to our mutual clients.
- Robert A. Cohen, Esq.
Non-client endorsement provided by Robert A. Cohen, Esq on 1/5/2023. No cash or non-cash compensation was provided to the endorsement provider in exchange for this endorsement. This endorsement is based on the endorsement provider’s unique experience, may not be representative of others’ experiences, and is no guarantee of future performance or success.