PIVOTAL WEALTH AND TAX

Overview

Pivotal Wealth And Tax is an independent registered investment adviser organized as a limited liability company that serves both individual and family clients as well as small institutional accounts. The firm centers its practice on financial planning and portfolio management for individuals and small businesses, combining fee arrangements that include percentage-of-assets, hourly work, subscription fees and fixed-fee engagements. That fee mix suggests flexibility for clients seeking either ongoing discretionary portfolio oversight or project-based planning and tax-related work. Investment activity tilts toward equities, with a notable concentration in non-exchange-traded equity positions. The adviser works directly with accountants, an insurance company and a real estate broker, which indicates an integrated approach to tax, risk-transfer solutions and real estate transactions when building client plans. Pivotal Wealth And Tax does not position itself as an ESG-focused manager and is not described as a pension consultant or a multi-state SEC-registered allocator.

Assets & Accounts

Investments & Alternatives

Location & Offices