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 Canaccord Genuity Corp.

Wealth Management Services for Professional Pilots

 

Professional pilots lead busy and exciting lives. They also put in long hours in the air, keeping them away from home for days at a time. Professional pilots do have weeks of ground time for family, friends, recreation, and maybe professional development. But these precious hours are taken up mainly with activities other than managing finances.

Most pilots earn comfortable annual salaries. And many of them manage to save a good portion of what they take home.

If you're a professional pilot, we invite you to connect with us about the wealth management and financial planning services at Graham Wealth Partners.

 

Click here to check your financial flight plan.

 

Wealth Management and Financial Planning for Pilots

Through our partnership with Canaccord Genuity, we can offer our professional-pilot clients access to a suite of wealth management services that include financial, estate, and insurance planning. Our goal is to help simplify your busy lives and achieve your financial objectives.

We do this by mapping out an efficient path towards a well-coordinated financial future. What follows is a listing of the potential building blocks for the outcome we will work with you to accomplish.

  • Comprehensive Financial Planning Services
  • Informed Retirement Planning
  • Lifetime Wealth Protection
  • Insurance Planning
  • Wealth Transfer
  • Comprehensive Investment Solutions
  • Capital Markets
  • Research and Analysis
  • Estate Planning Services
  • Legacy Planning
  • Succession Planning

Your future financial success will reside in our expertise at selecting from and combining these processes.

 

How We Do It

When working with professional pilots, our consultative process allows us to understand where you are now and where you want to be.

Together, we develop and implement a wealth management strategy that is personalized for your situation. Our financial planning services' goal is to provide peace of mind for you and your family today and financial security for your future.

 

Our Mission, Values, and Commitments

At Graham Wealth Partners, we are committed to offering a broad array of solutions. These address your current financial needs and prepare you for what lies ahead. Thus, we are sharing the mission and values that guide all our decisions regarding clients.

Mission and Value Proposition

We believe money is about possibility. Our life aspirations determine our financial goals. That's why we empower our professional-pilot clients to accomplish essential financial goals. We approach this with a view toward a future filled with potential.

And it's why we make the following commitments to our valued clients:

  • Integrity– because we put our clients first and act in their best interests
  • Transparency – because our relationships with our clients are all about trust
  • Passion – for helping our clients and for the industry

Please be assured that our values inform what goes into our services and the compensation we request in return.

 

Keep Your Mind in the Clouds — We'll Keep You Grounded Financially

Graham Wealth Partners is here to support professional pilots. We help coordinate and augment your financial assets. As you can see, we offer an array of financial planning services and wealth management products. We also have the collective expertise to make them work for you.

Our team can assist you in addressing your present financial needs and securing your future wealth.

 

Click here to check your financial flight plan.