Trusted by 2,000+ families

Your Wealth, Your Legacy

Partner with experienced fiduciary advisors who put your interests first. Build, protect, and grow your wealth with personalized strategies.

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$2.8B

Assets managed

2,000+

Families served

25+

Years experience

98%

Client retention

Financial advisor meeting with clients in modern office

Our Approach

Fiduciary-First Wealth Management

We are legally bound to act in your best interest. Your success is our only measure of success.

Fiduciary Standard

We are legally and ethically bound to put your interests ahead of our own, always.

Personalized Strategies

Custom investment portfolios designed around your unique goals, timeline, and risk tolerance.

Multi-Generational Planning

Protect and transfer wealth across generations with comprehensive estate planning.

Tax Optimization

Minimize tax burden through strategic planning and tax-efficient investment strategies.

Retirement Planning

Build a secure retirement with income planning, Social Security optimization, and more.

Risk Management

Protect your family with comprehensive insurance analysis and estate protection.

Professional affiliations and credentials

Modern financial dashboard on laptop showing portfolio performance

Client Experience

Your Financial Command Center

Access your complete financial picture anytime through our secure client portal. Track investments, review your plan, and stay connected with your advisory team.

Real-time portfolio tracking

Document vault for important files

Goal progress visualization

Secure messaging with your advisor

Financial planning dashboard

Fee Structure

Transparent Pricing

No hidden fees. No commissions. Just straightforward, fee-only advice aligned with your success.

Personal

For individuals building long-term wealth.

0.85%/AUM annually

Investment management
Financial planning
Quarterly reviews
Tax-loss harvesting
Client portal access

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Family

Comprehensive planning for families.

0.75%/AUM annually

All Personal features
Estate planning coordination
Education funding strategies
Insurance analysis
Monthly reviews
Family meetings

Get Started

Legacy

For high-net-worth families and business owners.

Custom

All Family features
Business succession planning
Charitable giving strategies
Private investments access
Dedicated team
Concierge service

Our Team

Meet Your Advisors

Experienced, credentialed professionals dedicated to your financial success.

30+ years guiding families through complex financial decisions. Former VP at Morgan Stanley.

William Crawford, CFP®, CFA

Founder & Lead Advisor

Specializes in retirement income planning and helping clients transition to their next chapter.

Sarah Mitchell, CFP®

Senior Wealth Advisor

Former institutional portfolio manager bringing sophisticated strategies to individual investors.

David Park, CFA, CAIA

Chief Investment Officer

Expert in divorce financial planning and helping clients navigate major life transitions.

Jennifer Reyes, CFP®, CDFA

Planning Director

Client Stories

Trusted by Generations

See how we have helped families achieve their financial goals.

"WealthPilot helped us create a comprehensive plan for retirement. We sleep better knowing our future is secure."

Robert & Linda Thompson

Retired Educators at 15-year clients

"After selling my business, I needed guidance on managing a significant windfall. Their expertise was invaluable."

Michael Brennan

Entrepreneur at Former Tech CEO

"Three generations of our family trust WealthPilot. They understand our values and help us give back meaningfully."

Elizabeth Harrington

Family Matriarch at Harrington Foundation

FAQ

Common Questions

Fee-only means we are compensated solely by our clients, not through commissions or product sales. This eliminates conflicts of interest and ensures our advice is always in your best interest.

Our Personal tier starts at $250,000 in investable assets. For those building toward this threshold, we offer hourly planning consultations.

At minimum, we conduct quarterly reviews. Many clients prefer monthly check-ins, and we are always available for calls when life changes occur.

Absolutely. We provide guidance on 401(k) allocation, help you understand your plan options, and incorporate your workplace benefits into your overall financial plan.

Yes, we serve clients across all 50 states through secure video conferencing and our client portal. We are registered in all states where our clients reside.

Start your journey to financial confidence

Schedule a complimentary 30-minute consultation to discuss your goals.

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