We are privileged to serve people who feel strongly that the old way of conducting investment business no longer works, but still need financial guidance they can trust. We have a unique relationship with our clients and enjoy being included in their life and playing an active role in their pursuit of financial freedom—however they choose to define it.
Integrity and accountability are paramount to our client’s success. Our passion is to help clients pursue their wealth objectives with savvy, thoughtfulness and perseverance. Our mission is to maximize our client’s hard earned assets using clearly articulated investment and planning tactics; this allows us to create a distinct, comprehensive wealth strategy to direct their financial future with confidence.
Fee-Based Portfolio Management
Family Transition & Survivorship Planning
Tax Planning Strategies
Ben Nelson Co-Founder: Ben@pivotwealth.com
Chris Uglum Co-Founder: Chris@pivotwealth.com
Breanne Bailey Executive Assistant: Breanne@pivotwealth.com