# Solitude Financial Services, Inc.
Source: https://planprovider.pro/provider/solitude-financial-services-inc

> Solitude Financial Services, INC. is a leading SEC-registered investment advisor dedicated to providing specialized wealth management for the pilot community…

Retirement Plan Advisor

Charlottesville, VA

## About Solitude Financial Services, Inc.

Solitude Financial Services, INC. is a leading SEC-registered investment advisor dedicated to providing specialized wealth management for the pilot community, particularly those from United Airlines. Founded in 2011 by Gene Kowalski, a United captain and former Air Force instructor pilot, the firm serves pilot families across the United States. With offices in Charlottesville and Palmyra, Virginia, Solitude Financial Services excels in long-term financial planning, PRAP management (Pilot Retirement Account Plan), and sophisticated tax alpha strategies. They act as a fee-only fiduciary, ensuring clients' best interests are always prioritized. Their unique approach focuses on comprehensive wealth management, balancing short-term risk management with long-term opportunities, and offering personalized advice for emergency savings, insurance, asset allocation, and tax optimization. Solitude aims to transform their clients' retirement and overall financial well-being, providing services that go beyond typical portfolio returns to deliver true financial value.

Website: [https://www.solitudefinancial.com/](https://www.solitudefinancial.com/)

Founded: 2011

## Office Locations

- Charlottesville, VA (Headquarters)

## Services Offered

- 3(21) Investment Advisor

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $363.5M

## Plans Serviced (2024)

Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).

| Plan|Sponsor|Assets|Participants|

| UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN|UNITED AIRLINES, INC., IL|$16.8B|17,444|

| JETBLUE AIRWAYS RETIREMENT PLAN|JETBLUE AIRWAYS CORPORATION, NY|$5.4B|23,089|

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