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Pivot Wealth Advisors
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Tax-Smart Financial Planning
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Pivot Wealth Advisors
About
Process
Services
Tax-Smart Financial Planning
Investment Strategy
Giving & Legacy
Work-Optional Planning
Client Login
About
Process
Folder: Services
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Tax-Smart Financial Planning
Investment Strategy
Giving & Legacy
Work-Optional Planning
Client Login

(208) 401-9272 carlos@planwithpivot.com

800 W Main St.
Suite 1460 Boise ID, 83702

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Past performance does not guarantee future performance. Investment values will fluctuate with market conditions, and security positions, when sold, may be worth less or more than their original cost. You should always consult a financial, tax, or legal advisor familiar with your unique circumstances before making any financial decision.

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