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Pivot Point Wealth Planning
PIVOT POINT WEALTH PLANNING is a state-registered investment adviser in BRANDENBURG, KY. The firm manages $30 million in assets, $26 million on a...
Overview
PIVOT POINT WEALTH PLANNING is a state-registered investment adviser in BRANDENBURG, KY. The firm manages $30 million in assets, $26 million on a discretionary basis. It has 2 employees and 1 investment adviser.
General information
Firm type
RIA
Location
Region
North America
Country
United States
Corporate office
United States
Sector focus
Frequently asked questions
Which sectors does Pivot Point explicitly avoid?
Based on the firm's conservative mandate, it avoids venture capital, cryptocurrencies, and high-turnover trading. The focus is on long-duration, tax-efficient assets like public equities, fixed income, and real estate in stable jurisdictions.
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