THE PIVOTAL DIFFERENCE
At Pivotal Wealth Management, we do not have any proprietary products. Our loyalties are with our client, not a company pressuring sales of the products they manufacture. This position translates into unbiased investment recommendations that are always in the best interest of our client and void of outside influence.
In all we do, the barometer of our success is measured by whether or not we help our clients achieve desired outcomes. Every facet of our service model is designed with the client in mind and an unbridled commitment to operate with absolute integrity. It is unacceptable to not place client needs ahead of our own 100% of the time.
No need to wonder about what expenses you pay with us because we lay it out for you. We understand that excessive investment cost can be a drag on long term investment performance, so we aggressively seek to minimize these costs for our clientele without abandoning quality investment solutions and services.
Pivotal Wealth Management maintains key business partnerships with nationally recognized firms that enhance our ability to serve our clients and develop customized solutions for them. Tasks such as investment product research and analysis, portfolio construction, and client reporting are completed efficiently and seamlessly with the software and tools provided by our partners. This gives us an edge in creating a quality client experience.
COMMITTED TO EDUCATION
Knowledge is power and we want our clients to be “in the know” and empowered to make the best decisions for them and their families. We accomplish this in various ways that include webinars, newsletters, e-learning, and consultations. Our belief is that the better we educate our clients, the more successful they will be.