Empowering Clients to Live Abundant Lives

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Empowering Clients to Live Abundant Lives

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Begin Your Journey

Empowering Clients to Live Abundant Lives

Learn More

Begin Your Journey

Empowering Clients to Live Abundant Lives

Learn More

Begin Your Journey

Empowering Clients to Live Abundant Lives

Learn More

Begin Your Journey

DO YOU STRUGGLE WITH FINANCIAL COMPLEXITIES, AN UNCOORDINATED TEAM, AND POOR COMMUNICATION BETWEEN YOUR SPOUSE, FAMILY, AND FINANCIAL PROFESSIONALS?

We accomplish this by using our 6-step approach, the Pisces Wealth Process. We utilize processes designed to make it simple for you to enhance and preserve your wealth for present day enjoyment and future legacy to live an abundant life

We work with business owners and families who have worked hard to build their wealth and have earned the right to have high touch services and strategies tailored to their specific needs.

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Our Misson

Our mission is to help you create your vision, guide you from today’s financial picture to tomorrow’s abundant opportunities, open communication with your family members, and develop strategies that allow you to focus on your most enjoyable life pursuits.

Our Services

Wealth Management

When it comes to coordinating and managing significant wealth, there are several important factors to consider. We provide specialized planning for these specific needs, including wealth events.

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Family Office

We offer a variety of services to create a personalized plan that fits each individual family’s needs and goals.

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Business Owners

Being a business owner means optimizing both your individual and business wealth, which require different strategies. We can provide customized solutions to fit your exact needs.

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OUR TEAM

Greg Hill, CEPA®

President, PWT
Senior Wealth Manager

From a childhood dream of becoming a firefighter to scaling the heights of the financial world, Greg Hill’s journey has been marked by resilience, a commitment to integrity, and a deep-seeded desire to make a positive impact on the lives of others.

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James Norton, CEPA®

President, PWT
Senior Wealth Manager

James Norton’s journey is a testament of determination, resilience, and dedication. As a young man growing up in the hollers of West Virginia, he was acutely aware that his family lived paycheck to (almost) paycheck, and that sometimes his father would sit at the table and not eat so that everyone else could.

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Taylor Slavens

Practice Manager

Jake Ellis

Associate

Ally Akdamar

Administrative & Communication Coordinator

Tonya Williams

Senior Account Administrator

What They’re Saying

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“Thank you, Greg! With your help I was able to transition to NYC with a strong financial plan in place. It made the move much calmer and enjoyable knowing you and your team have my back!”
The testimonial/endorsement provided is by an actual client of Pisces Wealth Team. The individual was not compensated for this statement. The testimonial may not be representative of the experience of other clients, and there is no guarantee that future performance or success will be achieved. Any material conflicts of interest related to the testimonial/endorsement are disclosed.

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"Thank you James for helping us have so much fun!"
Dubisar-Cross 2023 travels to CO- RetirementThe testimonial/endorsement provided is by an actual client of Pisces Wealth Team. The individual was not compensated for this statement. The testimonial may not be representative of the experience of other clients, and there is no guarantee that future performance or success will be achieved. Any material conflicts of interest related to the testimonial/endorsement are disclosed.

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Thank you again for your time today in explaining the details of our investments. I am glad to see that our planning is paying off as well as being intentional for our family’s future.
The testimonial/endorsement provided is by an actual client of Pisces Wealth Team. The individual was not compensated for this statement. The testimonial may not be representative of the experience of other clients, and there is no guarantee that future performance or success will be achieved. Any material conflicts of interest related to the testimonial/endorsement are disclosed.

“

For over 30 years James and his firm have led Debra and I on a path that has allowed us to build net worth, retire when our health was good, and travel in our older years. James and his team have the rare combination of financial knowledge, fun personalities, financial tools and financial products. Most importantly they take a personal interest in helping their clients "become more financially successful".
The testimonial/endorsement provided is by an actual client of Pisces Wealth Team. The individual was not compensated for this statement. The testimonial may not be representative of the experience of other clients, and there is no guarantee that future performance or success will be achieved. Any material conflicts of interest related to the testimonial/endorsement are disclosed.

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