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WHO WE ARE

A Wealth Management Firm Built For Clients

We simplify and navigate today's financial complexities to create a better world for our clients.

Our Team

Our Team

OUR CORE PRINCIPLES

Core Principles
Realize the worth of your wealth.
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OUR STORY

Plum Pointe Wealth Management was founded on the belief that we can provide greater value to clients by improving the existing model for financial advising and wealth management. To do that, we start by questioning everything. It’s an instinct that we come by naturally.

 

Our President and Founder, Brian Dunckley, is a scientist at heart. With a degree in Biology from the University of Michigan, he leveraged his understanding of the scientific method to create a new approach to wealth management.

 

As a CFP® with experience at Morgan Stanley and BNY Mellon Wealth Management, Brian founded Plum Pointe Wealth Management to create a firm that could improve on old standards through innovation, analysis and a deep understanding of the goals and objectives of each client. 

 

From initial discovery interviews to portfolio deep dives, the goal of our firm is to gain the most comprehensive view of clients possible. When we clearly identify each client’s objectives, values, concerns and potential biases or blind spots, we can create the best possible roadmap for financial success.

 

PlumPointLIghthouse.jpg

OUR NAME

In 1938, Plum Beach Lighthouse survived one of Rhode Island’s most devastating hurricanes. The storm was powerful enough to destroy entire beach communities and wash away nearby lighthouses. Plum Beach Lighthouse withheld, survived and protected those who took shelter inside. This lighthouse is a symbol that when we start with a strong foundation and a well-considered plan, we can weather any storm.

 

While still in the grip of winter, before the snow has melted away, the plum tree blossoms. As winter's harsh landscape is still barren in dormancy, the plum tree forges ahead, charting its course, reminding us that spring is eternal, that there is always a path forward, always a reason to hope. Each plum blossom has five petals representing virtue, prosperity, endurance, longevity and health, all meaningful ideals for our firm and our clients’ wellbeing.  

 

Finally, Plum Pointe can trace its roots to a very modest home on a modest street named Plum.  A street in a small midwestern town, where everyone knows everyone by name, where integrity and personal reputation take a lifetime to build and a moment to lose. A place where your customers are also your neighbors, and a handshake is as good as any legal contract. Plum Street is a reminder of where we come from, our values, and our commitment to doing the right thing for our clients.

Our Story

PLUM POINTE
WEALTH MANAGEMENT

225 Dyer Street | 2nd Floor Providence, RI  02903

info@plumpointewealth.com

Tel: 401-228-8258

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COPYRIGHT© 2021 PLUM POINTE WEALTH MANAGEMENT | PROVIDENCE, RI 02903 

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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