STEWARDS OF WEALTH.
ARCHITECTS OF GROWTH.
GUARDIANS OF LEGACY.
WHAT WE DO
Wealth Management
We build upon analyses of your investment portfolio; analyzing and optimizing liabilities, evaluating tax considerations, and taking a close look at estate planning issues and concerns. We also dive deep to provide comprehensive risk management strategies.
Investment Management
Our goal is to deliver a tailored portfolio through a customized experience. Gathering everything we can about your current position and, within reason, your future, we will change the conversations you have with your advisor and more importantly, change the outcome of your planning process.
Small Business Services
Along with investment and wealth management, risk management strategies are critical to be prepared for both the expected and the unexpected. We practice what we preach from preparing you with an exit strategy to connecting you with M&A advisors, investment banker and business evaluation experts.
Family Office Services
We understand that communication between generations can be extremely difficult. We help to answer questions like: How to prepare the next generation for wealth, how to have legacy conversations, how to communicate and how to build a shared philosophy.
Endowment and Foundation Services
Governance is crucial. We help develop and implement an investment policy, and establish best practices in review of that policy and in ongoing governance.
WHO WE ARE
Whether you are in need of a family CFO or a trusted advisor for your business, our innovative approach will change the way you think about your wealth management firm.
Firms and advisors have been doing the same thing, in the same way, for a long time in financial services. For many, innovation and technology have significantly outpaced the ability to deliver, at optimum efficiency and value.
The sum total of these inefficiencies is that firms and advisors are not doing a good enough job helping clients make the best decisions possible for their wealth and finances.
PLUM POINTE IS CHANGING THIS.
COMMUNICATION
We can’t implement a plan without your blessing, and COMMUNICATION is crucial to your understanding of the process and the value it will deliver. We are constantly monitoring and reporting back to you. When facts change, our decisions and plans change, so we are consistently updating you, giving and receiving feedback, and modifying strategies and solutions as appropriate.
EXECUTION
No one is better at the EXECUTION of our plan, and your plan is worth very little to you without proper execution. We are on the forefront of innovation, leveraging the most powerful technology platforms in the industry, and have close relationships with several institutions, the sum total of which is a powerful and efficient platform focused on delivering maximum value to you.
We are committed to being the best in the business. It begins with a solid UNDERSTANDING of you and your needs. We need to know what your life and financial objectives are, and more importantly, we also want to know what keeps you awake at night. This helps us to understand your behavioral patterns so we can help you make the best possible financial decisions. It gives us a complete picture so that we maximize value to you, even uncovering your blindspots.
If we aren’t managing those - who is?
UNDERSTANDING
Once we understand your specific and unique situation, we run a full battery of ANALYSES, leaving nothing uncovered. What is going well, and where are your risks? Are there any shortfalls or “gaps”? Where can we add value, and how can we best deliver that value to you?
ANALYSES
OUR APPROACH
WHO WE SERVE
CONTACT
Inquiries
For any inquiries, questions or commendations, please call:
401-228-8258 or fill out the following form.
Head Office
Brian Dunckley
Brian is the President and Co-founder of Plum Pointe. Learn more about his unique experience.
Schedule an Appointment:
401-228-8258
