PIVOT POINT WEALTH PLANNING

Overview

Pivot Point Wealth Planning is an independent, owner-operated Registered Investment Adviser organized as an LLC that focuses on financial planning and portfolio management for individuals, families and small businesses, with pension consulting services as an additional offering. The firm runs a fee model that combines a percentage-of-AUM charge with fixed-fee engagements, and it operates predominantly as a discretionary manager—the majority of client assets are managed under discretionary authority. Investment activity centers on pooled public vehicles rather than direct-sourcing private deals. The firm does not identify itself as an active ESG investor and does not present as a multi-state adviser. It is not set up as a capital allocator to third-party private funds, and its product mix aligns with traditional wealth management: diversified mutual fund lineups and managed portfolios tailored to individual and family clients.

Assets & Accounts

Investments & Alternatives

Location & Offices