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

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

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How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

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Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

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FINANCIAL PLANNING

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

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