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Pivotal Family Office

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United States
Rochester, MN
Pivotal Family Office

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A Comprehensive Fiduciary Financial Advising Firm offering in-house investment and accounting management. Supporting all of your Pivotal Moments .

10/27/2026

What life do you want your money to support?

Lifestyle financial planning starts with your goals, not a spreadsheet. Swipe through the principles, steps, and common myths.

DM us and we’ll help you build yours.

10/21/2026

5 things to know before you invest your first dollar.

None of them are about which stock to pick. Swipe through and save this one.

DM us if you want help applying it to your situation.

10/16/2026

Please join us in welcoming Sue-Ann Clemons, EA, to the Pivotal Family Office team.

Sue-Ann brings 15+ years of tax and accounting experience, and as an Enrolled Agent, she holds the IRS’s highest credential in tax practice. She’s also working toward her CPA.

We’re thrilled to have her helping the families we serve.

10/11/2026

Oct 15 is this Thursday. Extensions end here.

If you’re on extension, file by then or the IRS penalties and interest start stacking up.

✅ Gather your documents today
✅ Get them to your CPA now
✅ File before Thursday

DM us today, and we’ll help you get across the line.

10/02/2026

It's not what you make. It's what you keep.

A high salary can disappear just as fast as it comes in. Wealth is built on habits - not the paycheck.

DM us if you want help building a plan that actually sticks.

09/17/2026

Earning millions doesn't mean much without a plan to keep it.

Most athletes have a coach for every part of their game - except their finances. We help make sure what you build on the field turns into real, lasting security off it.

DM us and let's talk strategy.

09/11/2026

Most people chase returns and ignore the one variable that matters more: time.

The Rule of 72 shows you exactly how fast your money doubles - and why starting now beats chasing higher returns later.

Reach out today and start compounding your growth.

09/02/2026

Your CPA and your advisor probably don't talk. That silence is expensive. We put tax and investment strategy under one roof - so nothing gets missed.

DM us to see what that looks like for you.

08/29/2026

They tax you in every state you play in.

Multi-state income and "jock taxes" quietly drain pro athletes' earnings.

DM us to get your tax strategy in order.

08/24/2026

High earners are quietly using oil & gas to turn owed taxes into owned assets. One investment. Real deductions against your salary - not just capital gains.

DM us to see if you qualify.

Address

3249 19th Street NW
Rochester, MN
55901

Website

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