Building Relationships
Like Rome … relationships are not built in a day. We invest the time necessary to establish a strong connection with our clients, engaging in direct conversation to understand what truly matters. Our commitment to each client is that we will lead meaningful conversations, listen carefully, think prudently, and act strategically.
Embracing the Team Approach
Long gone are the days of the “Renaissance Man”. With the financial, economic, and tax complexities today, it takes a “team” to deliver the ultimate client experience. That includes coordination outside the walls of Pivot Private Wealth. To enhance your experience, we coordinate wealth planning strategies with your outside professional advisors who are also part of your team (CPA, Estate Attorney, etc).
Crafting Strategic Wealth Planning Solutions
Wealth planning strategies in place today are a “tax-law-change” away from being obsolete. Investment allocations that seem prudent today, may need adjustment tomorrow based upon changing global macro conditions. Events in life can change your situation in an instant. For that reason, our team is constructed with the ability to “Pivot” in any direction that puts our clients in a better financial position. Wealth planning is an ongoing process and requires nimble and strategic thinking to adapt to changing conditions.
Advocating for Your Success
As your needs evolve and decisions need to be made, we help evaluate the options available and explain the financial impact of each choice, so that you are positioned to make the best decisions for you, your family or your business.
