Pivot Financial Group

WEALTH ADVISORS CRAIG MARCUM, ERIN SMITH & 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@pivotfg.com

ERIN SMITH

esmith@pivotfg.com

RICHARD BARTLETT

rjbartlett@pivotfg.com

EXPLORE THE PIVOT LIBRARY OF FINANCIAL EDUCATION

Are You Ready for Your Portfolio to Make a Difference?

Learn about the rise of Impact Investing and how it may benefit you.

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Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

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What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

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FINANCIAL PLANNING

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

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