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PIVOTAL WEALTH AND TAX
Pivotal Wealth and Tax provides expert wealth management and tax strategy. The team handles financial planning needs including investment, insurance, real...
Overview
Pivotal Wealth and Tax provides expert wealth management and tax strategy. The team handles financial planning needs including investment, insurance, real estate, legal, and business planning, and offers personal and business accounting services. They help clients build wealth through securities, real estate, businesses, annuities, and crypto assets, and manage client assets across short-term to long-term objectives and various risk levels.
General information
Firm type
Multi Family Office
Location
City
Preston
Principals
Aikan Major
CEO
Matt Sandstrom
COO | Financial Planner
Mitchell Bernards
Financial Advisor
Vivek Bihani
CPA, Senior Advisor
Rick Caldecott
Investment Operations Director | Investment Advisor Representative
Jeff Brown
Financial Representative
Abdulrahman Adam (YP)
Financial Representative
Ron Schrier
EA, Accountant
Tim McLaughlin
EA, Accountant
Peter Hebrink
Paraplanner
Julie Otterness
Administrative Assistant
Josh Hawes
Financial Representative
Jacob Nolander
Associate Accountant
Sanduni Nimasha
Executive Assistant
Aadhil Ahmed
Associate Accountant
Michael Imran
Executive Assistant
Yashodha Ariyadasa
Associate Accountant
Sector focus
Frequently asked questions
Where is Pivotal Wealth and Tax headquartered?
The firm's location is not documented in public sources. Its regional presence is unknown.
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