Insights

Acquisition Momentum Pillar Wealth Management has recently been acquired twice within a short period, first by The Mather Group and then by Financial Design Group, indicating strong industry consolidation interest and potential for cross-selling advanced wealth management and integrated financial planning services to new ownership entities.

High-Net-Worth Focus With a client base primarily managing liquid assets ranging from five to hundreds of millions, there is an opportunity to offer premium financial technology solutions, advanced portfolio management tools, and tailored reporting platforms designed specifically for high-net-worth individuals.

Market Positioning As a boutique firm with a specialized focus on private wealth advising and an exclusive client selection approach, targeted outreach to affluent families and private company owners in California and beyond could generate premium service partnerships and high-value client acquisition.

Digital Engagement The company's website features several modern technologies and content marketing efforts, such as publishing guides and books, suggesting opportunities to enhance digital marketing services, reputation management, and client engagement platforms to attract high-net-worth prospects.

Industry Trends Given the ongoing industry consolidation and the firm's high-profile acquisitions, sales efforts could focus on offering ecosystem tools, compliance solutions, and advanced analytics tailored for firms involved in mergers and acquisitions or seeking scalable growth strategies.

Pillar Wealth Management Tech Stack

Pillar Wealth Management uses 8 technology products and services including oEmbed, WooCommerce, jQuery UI, and more. Explore Pillar Wealth Management's tech stack below.

  • oEmbed
    Dev Tools
  • WooCommerce
    E-commerce
  • jQuery UI
    Javascript Libraries
  • jQuery
    Javascript Libraries
  • YouTube
    Video Players
  • GeneratePress GP Premium
    Web Platform Extensions
  • LiteSpeed
    Web Servers
  • Easy Accordion
    Wordpress Plugins

Pillar Wealth Management's Email Address Formats

Pillar Wealth Management uses at least 1 format(s):
Pillar Wealth Management Email FormatsExamplePercentage
First@pillarwm.comJohn@pillarwm.com
38%
Last@pillarwm.comDoe@pillarwm.com
12%
First.Last@pillarwm.comJohn.Doe@pillarwm.com
13%
First@pillarwm.comJohn@pillarwm.com
37%

Frequently Asked Questions

Where is Pillar Wealth Management's headquarters located?

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Pillar Wealth Management's main headquarters is located at 1255 Treat Boulevard, Suite 300 Walnut Creek, California 94597 US. The company has employees across 1 continents, including North America.

What is Pillar Wealth Management's phone number?

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You can contact Pillar Wealth Management's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Pillar Wealth Management's official website and social media links?

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Pillar Wealth Management's official website is pillarwm.com and has social profiles on LinkedIn.

What is Pillar Wealth Management's NAICS code?

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Pillar Wealth Management's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Pillar Wealth Management have currently?

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As of January 2022, Pillar Wealth Management has approximately 8 employees across 1 continents, including North America. Key team members include Chief Executive Officer: B. C.President: B. M.Founder Ceo: H. A.. Explore Pillar Wealth Management's employee directory with LeadIQ.

What industry does Pillar Wealth Management belong to?

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Pillar Wealth Management operates in the Investment Management industry.

What technology does Pillar Wealth Management use?

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Pillar Wealth Management's tech stack includes oEmbedWooCommercejQuery UIjQueryYouTubeGeneratePress GP PremiumLiteSpeedEasy Accordion.

What is Pillar Wealth Management's email format?

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Pillar Wealth Management's email format typically follows the pattern of First@pillarwm.com. Find more Pillar Wealth Management email formats with LeadIQ.

Pillar Wealth Management

Investment ManagementCalifornia, United States2-10 Employees

Haitham “Hutch” E. Ashoo and Christopher G. Snyder are co-founders of Pillar Wealth Management, LLC, a 100% fee-based private wealth management firm in Walnut Creek, CA. The two have a combined 50+ years of wealth management experience. Their firm is focused on delivering customized wealth management advice to high-net worth individuals and families as well as privately held company owners.

As their clients’ go-to advisor, Mr. Ashoo and Mr. Snyder provide a single financial solutions source for all of your financial needs. This includes the coordination of the efforts of other professionals on your team – your accountant, lawyers, insurance brokers and mergers and acquisitions advisors to develop a comprehensive strategy.

Mr. Ashoo and Mr. Snyder have recently published an eBook “The Ultimate Guide to Choosing the Best Financial Advisor for Investors from $3 to $70 Million in Liquid Assets”. You can download for free by clicking on the website link.

They are also the published authors of the books Beyond Wealth: Finding The Balance Between Wealth and Happiness; Exiting Strategies: The CEO’s Seven Critical Steps To Cashing-Out of A Business, Managing and Preserving Wealth; as well as Intelligent Investing; Making Smart Investing Decisions In Today’s Volatile Market.

They are financial expert columnists in National journals and newspapers as well as legal and tax publications and are interviewed nationwide on radio regarding wealth management for the affluent. Mr. Ashoo and Mr. Snyder have lectured to thousands of individuals on private wealth management and business exiting strategies. Their services are provided to a limited number of clients and they only accept new clients when they have determined that they can add substantial value to the clients’ financial lives.

Section iconCompany Overview

Headquarters
1255 Treat Boulevard, Suite 300 Walnut Creek, California 94597 US
Phone number
NAICS Code
5239 - Other Financial Investment Activities
Employees
2-10

Section iconFunding & Financials

  • $1M$10M

    Pillar Wealth Management's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Pillar Wealth Management's revenue is estimated to be in the range of $1M$10M

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