Pilothouse Wealth Advisors

Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly—today and in the future.


Advisors

Robert A Martin

Robert A Martin

Financial Advisor

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Eric Ellis

Eric Ellis

Associate Manager

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Kevin Moore

Kevin Moore

Financial Advisor

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Brian Caldwell

Brian Caldwell

Financial Advisor

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Team

Marianne Daubert

Marianne Daubert

Registered Client Service Associate

Erin Woods

Erin Woods

Registered Client Service Associate