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

10 Dorrance Street

Suite 700
Providence, RI 02903

info@plumpointewealth.com

Tel: 401-228-8258

Brian Dunckley

Brian is the President and Co-founder of Plum Pointe. Learn more about his unique experience.

Schedule an Appointment:
 401-228-8258
 
 

Family Stewards

COPYRIGHT© 2016 PLUM POINTE WEALTH MANAGEMENT | PROVIDENCE, RI 02903 | 1-401-228-8258

Plum Pointe Wealth Management, Ltd ("Plum Pointe”) is a registered investment adviser offering advisory services in the State of Rhode Island and in other jurisdictions where exempted.  Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Plum Pointe in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. 

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Plum Pointe, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

 

All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.

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