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About Us

Our FirmWhat We Believe In

At Pivotal Wealth Planning, we understand that money intersects with every major life decision — especially during life’s most pivotal moments. That’s why we don’t just build financial plans; we walk alongside you through transitions like divorce, the loss of a loved one, retirement, and other significant changes. As a Certified Financial Planner™ and Certified Divorce Financial Analyst®, I take great care in helping clients bring clarity and confidence to what can feel overwhelming. This isn’t just about numbers — it’s about your future, your family, and your peace of mind. You deserve a team that listens deeply, shows up with heart, and builds a strategy as real and resilient as you are.

Why Choose UsYour Dreams Matter 

and Your Future is Our Priority

We understand the challenges families face today.

From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. 

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

Who We AreMeet the Team

Wendy B Meyer

Wendy B Meyer CFP®, BFATM, CRPCTM, CDFA®

Financial Planner

Wendy Meyer is the founder of Pivotal Wealth Planning and a financial advisor with more than 22 years of experience helping successful individuals and families navigate retirement, tax, and estate planning decisions.After starting her...
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Amanda Plain

Amanda Plain

Client Service Specialist

Amanda joined the team in 2008 and has been an integral part in client service and office management. She is the first to help clients from scheduling reviews to paperwork questions. Amanda lives in Madison with her husband, Chad, and...
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