Our Mission
WEALTH ADVISORS CRAIG MARCUM, ERIN SMITH & RICHARD BARTLETT
THE PIVOT MISSION

Our mission each day is to help you at all stages of your financial journey and through whatever changes life may bring.
How do we do this? By working closely with you throughout all of life’s stages. From buying your first home to planning for your newborn’s college education, from deciding how to take your retirement distributions to planning your estate, we will be there every step of the way, listening, planning and advising.