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Multi Family OfficeInvests through funds, not into companiesLAST VERIFIED Aug 2026 · 1 SOURCES

PIVOTAL WEALTH AND TAX

Multi family office in the United States.

Identity

HEADQUARTERS
United States

Overview

Headquartered in the United States, the firm is listed as a multi family office. 16 people are named on its team.

People

  • Rick Caldecott
    Investment Operations Director | Investment Advisor Representative · source
  • Aikan Major
    CEO · source
  • Matt Sandstrom
    COO | Financial Planner · source
  • Mitchell Bernards
    Financial Advisor · source
  • Vivek Bihani
    CPA, Senior Advisor · source
  • Jeff Brown
    Financial Representative · source
  • Ron Schrier
    EA, Accountant · source
  • Tim McLaughlin
    EA, Accountant · source
  • Peter Hebrink
    Paraplanner · source
  • Julie Otterness
    Administrative Assistant · source
  • Josh Hawes
    Financial Representative · source
  • Jacob Nolander
    Associate Accountant · source
  • Sanduni Nimasha
    Executive Assistant · source
  • Aadhil Ahmed
    Associate Accountant · source
  • Michael Imran
    Executive Assistant · source
  • Yashodha Ariyadasa
    Associate Accountant · source

Frequently asked questions

PIVOTAL WEALTH AND TAX is a multi family office based in the United States.

PIVOTAL WEALTH AND TAX does not publicly state whether it puts its own money into companies or invests through funds.

Key people at PIVOTAL WEALTH AND TAX include Aikan Major (CEO), Matt Sandstrom (COO | Financial Planner), Mitchell Bernards (Financial Advisor) and Vivek Bihani (CPA, Senior Advisor).