The Team

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 strategies like 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.

Our Advisors

Robert A Martin

Robert A Martin

Financial Advisor

More about me...

Contact

Rob.A.Martin@ampf.com

603.668.1273

Designations

CRPC®, APMA®

Top Areas of Focus

  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Cash Flow Management Strategies

Education

Bachelor's Degree, Southern New Hampshire University

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Eric Ellis

Eric Ellis

Associate Manager

More about me...

Contact

eric.m.ellis@ampf.com

603.391.0512

Designations

CFP®, CRPC®, CLTC®, APMA®

Top Areas of Focus

  • Retirement Income Strategies
  • Executive Compensation and Benefit Strategies
  • Employee Stock Options

Education

Franklin Pierce College - Bachelor of Science in Finance, American College, Dublin Ireland - International Economics
CA Insurance #0M17224

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Kevin Moore

Kevin Moore

Financial Advisor

More about me...

Contact

Kevin.J.Moore@ampf.com

603.668.1273

Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Tax Planning Strategies

Education

Westfield State College, Bachelor of Science, 1980
AR License #1913960

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Brian Caldwell

Brian Caldwell

Financial Advisor

More about me...

Contact

Brian.J.Caldwell@ampf.com

603.668.1273

Designations

CLTC®

Top Areas of Focus

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies

Education

University of New Hampshire- BA Business Administration, Whittemore School of Business and Economics-- UNH
AR License #7401659

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Our Staff

Marianne Daubert

Marianne Daubert

Registered Client Service Associate

Erin Woods

Erin Woods

Registered Client Service Associate