Pivot Financial Group

WEALTH ADVISORS CRAIG MARCUM, ERIN SMITH, ISMAEL CAMPOS & RICHARD BARTLETT

Here to help you pursue your day at the beach.

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FREEDOM TO BE YOURSELF

...because confidence is a valuable commodity.

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FINANCIAL PLANNING

...because it's never too soon.

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PREPARING FOR WHAT MATTERS MOST

...because it's all about legacy.

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SECURING THEIR FUTURE

...because they are counting on you.

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INVESTING IN YOUR FUTURE

...because you've earned it.

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MEET THE PIVOT FINANCIAL GROUP TEAM OF ADVISORS

CRAIG MARCUM

cmarcum@wradvisors.com

ERIN SMITH

ensmith@wradvisors.com

ISMAEL CAMPOS

icampos@wradvisors.com

RICHARD BARTLETT

rjbartlett@wradvisors.com

EXPLORE THE PIVOT LIBRARY OF FINANCIAL EDUCATION

The Business Cycle

How will you weather the ups and downs of the business cycle?

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Dentist

You put a healthy smile on many faces. Let me put a smile on your face with a healthy financial plan.

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“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

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FINANCIAL PLANNING

Let us help you discover the financial future that is waiting for you.

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