Broker Check

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

FINANCIAL SERVICES FROM THE PIVOT TEAM

Regardless of your stage in life, your level of income or your goals for the future, a solid plan from an experienced team of financial professionals can help you accurately manage your finances.

Just as no two people are exactly the same, we believe that investment products and services should be built to meet your specific needs. At Pivot Financial Group, our team offers access to INVESTMENTS, WEALTH MANAGEMENT, access to INSURANCE, solutions for RETIREMENT and comprehensive FINANCIAL PLANNING tailored to help you pursue the confidence we feel you deserve.

Individual Retirement Plans

Traditional, Roth and rollover IRAs offer tax advantages and can serve as primary retirement savings vehicles or corporate retirement plan supplement.

Business Retirement Plans

We can assist business owners in developing employer-sponsored retirement plans, risk management services, financial education programs and more.  

Financial Planning Services

From developing investment strategy, to planning for retirement, to evaluating risk management needs – the team at Pivot Financial Group is here to help. 

Gifting or Giving Strategies

Charitable giving can have a tremendous impact. A giving strategy can help your donation go further or be a part of your estate plan. 

Advisory Programs

Gain professional perspective and direction for your financial journey with Managed Allocation Portfolios and Strategic Portfolio Allocation. 


Insurance

Money management is about more than just accumulating and investing your assets — you also have to protect those assets. Let the Pivot team help. 

Education Funding

Family is why we do what we do. Learn about the education investing options available to you and start investing for your child’s future today.

Investments

Keys to investing are suitable pacing and a laser focus on goals. We'll help you understand the fundamentals and prioritize your goals.

Contact the Pivot Financial Group team today to tell us about your financial goals. 

Together, we can determine what products and services may be appropriate for you and begin working on a plan to help you pursue your goals. Regardless of your stage in life, your income or your ambitions, a plan can help you accurately manage your finances.

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