# PIVOTAL WEALTH AND TAX

PIVOTAL WEALTH AND TAX is a Multi Family Office based in Preston.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Preston
- **Assets under management:** Undisclosed
- **Website:** https://pivotalwealthandtax.com
- **LinkedIn:** https://www.linkedin.com/company/pivotal-wealth-and-tax

## Regulatory record

- **CRD number:** 321023
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/321023

## About

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.

## Sectors

- Wealth Management
- Tax Advisory

## People

- 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

## Questions

### Who are the principals of Pivotal Wealth and Tax?

No named principals are publicly available for this firm. Leadership information has not been disclosed in any known source.

### 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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Last updated: 2026-08-11T15:07:49.000Z

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