Pilot Wealth Strategies

Pilot Wealth Strategies (Hughes Strategic Group, LLC d/b/a Pilot Wealth Strategies) provides discretionary and non‑discretionary investment management, retirement plan advisory services, and consulting to a range of entities including retirement plan sponsors, families, trusts, and foundations. The firm also offers written financial planning and consulting engagements and provides assets‑under‑advisement services for institutional and plan clients.

The firm’s investment approach emphasizes diversified strategic asset allocation with the ability to employ tactical shifts, use model managers, and allocate to mutual funds, ETFs, and selected alternative investments; cash balances may be maintained at a higher concentration depending on outlook. Pilot Wealth documents use of multiple analysis methods (fundamental, technical, quantitative, and model‑manager review) and states it will act as an ERISA fiduciary where applicable, including serving in an ERISA 3(38) capacity for plan portfolios.

Compared with many peers, the brochure highlights several atypical features: the firm presents public seminars and workshops on an impersonal basis (offered at no charge), routinely structures planning and consulting engagements on hourly or flat‑fee terms rather than only asset‑based fees, and discloses work involving insurance‑linked products (e.g., variable life and annuity contracts) and referrals to insurance brokers. The adviser is a newly registered entity with no regulatory assets under management reported as of the brochure date, and it uses third‑party reporting technology to support its administrative and client‑reporting processes.