Pivot Wealth Advisors offers investment management and financial planning services. The firm's wealth management service integrates investment management with ongoing financial planning, offered in three tiers based on client complexity and asset size: Pivot Core, Pivot Elevate, and Pivot Premier. PWA also offers project-based financial planning for specific needs. Additionally, PWA provides retirement plan advisory services to employers and an employee financial wellness program.
Fee Structure
Pivot Wealth Advisors does not charge a separate fee for investment management. Investment management is included as part of the Wealth Management service, which charges a flat annual retainer fee based on the complexity of the client's financial situation. The annual fee covers both financial planning and investment management.