Pivotal Wealth Management

Our Vision

At Pivotal Wealth Management, we empower individuals and families to achieve financial clarity and security through personalized planning and strategic guidance. We believe financial planning is a collaborative process that requires trust, transparency, and a deep understanding of your unique needs and aspirations.

Who We Are

An independent financial advisory firm, we are committed to providing tailored solutions based on your individual goals and circumstances. Our team of experienced professionals possesses diverse expertise in all aspects of wealth management, enabling us to address a wide range of financial challenges and opportunities.

What Sets Us Apart

• Independent and unbiased: We are not beholden to any proprietary products or sales quotas, allowing us to offer objective and personalized recommendations.
• Client-centric approach: Your needs and goals are our top priority. We actively listen to understand your aspirations and develop plans that align perfectly with your unique situation.
• Comprehensive expertise: From estate planning and retirement savings to investment management and business succession planning, we offer a comprehensive range of services to address all aspects of your financial well-being.

1. Estate Planning

Working in conjunction with your accountant and attorney, we craft a personalized estate plan that protects your assets, minimizes taxes, and ensures the equitable distribution of wealth to your beneficiaries.

2. Pension & Retirement Planning

We assist you in maximizing your retirement savings, optimizing your investment choices, and planning for a secure and comfortable post-career life.

3. Portfolio Advisory Services

We develop and manage diversified investment portfolios tailored to your risk tolerance, goals, and financial aspirations.

4. Employee Benefits Consulting

We guide you in designing and implementing cost-effective employee benefit programs that meet the unique needs of your organization.

5. Disability Income Planning

We help you protect your earnings and financial security in the event of illness or injury.

6. Executive Benefits Planning

We provide specialized planning solutions for high-income earners and business owners to maximize their wealth preservation and retirement options.

7. Life Insurance Planning

We ensure adequate life insurance coverage to safeguard your loved ones in the event of your untimely death.

8. Business Succession Planning

We guide you through the process of transitioning ownership and ensuring a smooth succession for your business.

9. Long-Term Care Planning

We assist you in securing quality and affordable long-term care coverage to protect your assets and independence as you age.

10. Education Planning

We help you plan and save for your children's or grandchildren's education, ensuring they can achieve their educational goals.