High Net Worth
At Pivot CPAs, the chief goal of our high net worth practice is simple: help clients make the most of their financial situation. As such, we provide a complete range of wealth management solutions including lifetime planning, risk management, investment advising, and financial planning for both retirement and the next generation. Our comprehensive approach incorporates taxes, investment advising, insurance, estate planning, and financial planning in order to help our clients grow and protect a lifetime of assets.
Pivot CPAs offers our high net worth clients thorough and professional services tailored to their individual needs, including:
- Cash Flow Analysis
- Savings and Emergency Fund Advising
- Retirement Accumulation
- Retirement Income Planning
- Education Planning
- Tax Planning
- Insurance Planning
- Estate and Legacy Planning
- Charitable Giving
- Income, Gift, and Estate Tax Advising
If you’re ready to take control of your financial future, contact us.