Faith-Based Wealth Management | Boise, ID
Manage your wealth with clarity, confidence, and conviction
Your calling is too important to be sidetracked by financial stress. We help you simplify complex decisions and grow with purpose—so you can live generously and steward well.
Your wealth should serve your purpose, not cause you stress
You’ve worked hard to build a strong financial foundation—but now what? Managing wealth can feel like a balancing act between growth, generosity, risk, and responsibility. Should you invest more? Give more? Save more? And who can you trust to guide you through it all without pushing an agenda that doesn’t align with your beliefs?
Strategic wealth management, grounded in your purpose
At Pivot, we don’t just manage money—we help you live and give with clarity. Whether it’s stewarding wealth across generations, aligning your portfolio with your faith, or making intentional decisions that support your vision for the future, we provide a personalized plan you can feel good about—financially and spiritually.
What wealth management looks like at Pivot:
- Faith-First Investment Approach – Biblically aligned strategies for long-term growth.
- Purposeful Planning – Help defining and refining what financial success looks like for you.
- Collaborative Reviews – Ongoing adjustments that keep you focused and confident.
- Peace-Driven Decisions – Planning that helps you feel lighter, not more burdened.
Every portfolio is unique. We make sure yours reflects more than just numbers—it reflects who you are.
You’ve built your wealth with intention. Let’s steward it with clarity.
We know it’s hard to find a financial partner who “gets it”—someone who values both faith and financial insight. That’s why we take time to listen first, then walk with you to make sure your plan aligns with your purpose.
Start with Purpose. Grow with Confidence.
Start the conversation
Let’s talk about your goals, values, and concerns—no pressure, no jargon.
Get a clear picture
We’ll explore your full financial landscape and identify what matters most to you.
Move forward with confidence
With your customized plan in hand, you can stop guessing—and start living with clarity.
With Pivot’s wealth management, you’ll gain:
- A clear plan aligned with your faith and goals
- Support for your family’s financial future
- Simpler, smarter strategies that adapt as life changes
- Confidence in your giving, saving, and investing decisions
- A trusted partner who honors your values and vision