Comprehensive Planning
Our team will take care of all your financial planning needs, including investment, insurance, real estate, legal, & business planning.
In-Depth Tax & Accounting
We offer personal & business accounting services. Our customized solutions will assist in optimizing your bottom line.
Strategic Management
We work tirelessly helping our clients build wealth through securities, real estate, businesses, annuities, crypto assets, & more.
Professional Consulting
Our consulting services will ensure that you are set up for success. We pride ourselves on giving advice that avoids conflict of interest.
Pivotal Has Expanded!
As of October 1st, 2022, we have purchased Major and Co Accounting & Tax, a business that was started by Aikan’s grandfather, Gene Major, and owned by Aikan’s Uncle and his partner Ron Schrier and Tim McLaughlin since 1994. We are extremely excited to continue to provide guidance and service to their clientele. We are also grateful for the team members added through the acquisition that now serve our Pivotal Wealth and Tax clients as well. In Southeastern Minnesota, Pivotal Wealth and Tax LLC, will operate under a DBA Major and Co, Accounting, Tax and Financial Services.
Our Services
Pivotal Wealth and Tax provides wealth management and
comprehensive tax prep, filing and planning
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Latest News
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December 3, 2022
As of October 1st, 2022, we have purchased Major and Co Accounting & Tax, a […]