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.

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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.

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PLUM POINTE IS CHANGING THIS.

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We take a very comprehensive approach to wealth management, examining and uncovering risks and opportunities across our client’s entire balance sheet. Investment management is our core competency, where we apply many Modern Portfolio Theory principals intertwined with investment best practices and optimized with the most impactful innovations. To execute, we leverage our relationships with like minded partners and Best of Breed institutional managers to optimize risk-adjusted returns. Portfolio strategies are firmly aligned with client objectives. We take the time to educate clients on markets and their portfolios, and spend a great deal of time talking about behavioral patterns and decision making. 

 

Clients cannot have their portfolios managed in a vacuum. 

 

Successes from any returns over the market are potentially eliminated if liabilities, taxes and/or estate planning techniques are ignored.  We manage both sides of the balance sheet, optimizing the current financial household so that the use of every single dollar is fully optimal.  We run analyses and work with CPAs, T&E attorneys and other advisors to ensure the complete financial picture is fully optimal for each client- now and into the future.

 

We service High-Net-Worth Professionals and Families, Ultra-High Net Worth Families and Small Business Owners, and take a thoroughly multi-generational approach. 

 

 

We are set up to create a truly customized experience for each client, offering us the flexibility to offer exactly the right service, at exactly the appropriate fee structure, at exactly the time needed. Some of our clients will work with us in all 5 of our primary disciplines (Investment Management, Wealth Management, Small Businesses, Family Office and Foundations and Endowments); most will not. Why pay a single (and substantial) fee for services you may never use? Your needs will change and evolve, and our structure allows us to change and evolve with you, so that we are delivering powerful and robust services at exactly the time you need them.