Pivot Client Login
WEALTH ADVISORS CRAIG MARCUM, ERIN SMITH & RICHARD BARTLETT
CLIENT LOGIN

ONLINE ACCOUNT ACCESS
Access your Pivot Financial Group account(s). If your account is a Brokerage or Advisory account with our team, CLICK HERE.

MY PLAN NETWORK ACCESS
Access your MyPlanNetwork Retirement Plan account(s). If your account is part of an Employer Sponsored Plan, CLICK HERE.

GOLDMAN SACHS 529 PLAN ACCESS
Access your Goldman Sachs 529 account(s). If your account is part of the Goldman Sachs 529 plan, CLICK HERE.

WEALTHLINK
ACCESS
Access WealthLink. Organize your financial life with a consolidated view of your accounts, transactions and investments.