“To adapt or improve by adjusting or modifying”

“The central point that action revolves around”

“Designed action, hinged from a central point, to cover all”

Over the 20+ years of delivering wealth management services, we have learned there is one true constant – and that is perpetual change.  Life changes, paired with market and economic changes, bring new obstacles each day.  Helping clients navigate an ever-evolving wealth management landscape requires flexibility and strategic thinking to continuously adapt and “pivot” to the most appropriate strategy.  We recognize the importance of having a trusted, highly-credentialed, and experienced wealth management team to play a pivotal role in the coordination of each aspect of your comprehensive wealth management plan.  This premise is the foundational cornerstone of “Pivot Private Wealth”.        


Wealth Planning to Address Your Specific Family Goals

Our commitment to each client is to deliver a coordinated and tailored wealth plan that will help preserve, grow, and transition accumulated wealth across generations.  To navigate the range of financial challenges faced by successful individuals, families and business owners, we leverage our experience and team of specialized professionals to tailor a plan that will address wealth and retirement planning, estate and business succession planning, investment management, risk mitigation, legacy planning and philanthropic strategies - all designed to help you achieve your vision of the future.

Team Photo

Pivot Private Wealth Group of Wells Fargo Advisors

Pictured from left to right:

Keven M. Davis, CFP®
Private Wealth Financial Advisor
Managing Director - Investments

Jacob Pitts
Senior Registered Client Associate

Kirsten Clark, MBA
Assistant Vice President
Client Performance Analyst

Thomas M. Hidell, Jr.
Private Wealth Financial Advisor
Managing Director - Investments

Forbes Best-In-State Wealth Management Teams

Pivot Private Wealth Group of Wells Fargo Advisors is proud to be named as a 2024 Forbes Best-In-State Wealth Management Team.

Source: Forbes.com. 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22-3/31/23.  The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.