A complete list of active advisors currently associated with Pivotal Wealth and Tax

Warmer can help you find a great advisor at Pivotal Wealth and Tax or one who fits your needs even better.

Pivotal Wealth and Tax provides investment advisory and financial planning to individuals (including high‑net‑worth clients), corporations, and charitable organizations, and supplements those services with bookkeeping and tax‑filing offerings. The firm states it has no account minimums and provides portfolio management for clients on an ongoing, discretionary basis. Pivotal documents client goals and risk tolerances in written Investment Policy Statements and employs a blend of analytical methods — including fundamental, quantitative, technical, charting, and cyclical analysis — to construct and monitor portfolios that can include mutual funds, ETFs, fixed income, annuities, and options. For held‑away retirement plan participant accounts the firm uses a third‑party aggregation/management platform (Pontera) to review and rebalance allocations at least quarterly while avoiding direct custody of client credentials. The firm combines advisory services with affiliated accounting and tax operations (d/b/a Major and Company Accounting, Tax and Financial Services) and offers bookkeeping on an hourly, fixed‑fee, or subscription basis — subscription fees are disclosed in the brochure as ranging from $150 to $3,000 per month, a feature that is uncommon among similar team firms. The brochure also discloses related business activities in real‑estate property management and insurance sales, the receipt of insurance commissions, and material ADV updates (last noted 01/24/2025), all of which are presented as potential sources of conflicts of interest for clients to consider.

To learn more about the advisors currently working at Pivotal Wealth and Tax, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.