OUR CLIENTS

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FOUNDATIONS & ENDOWMENTS

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YOUNG FAMILIES & PROFESSIONALS

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.

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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