A complete list of active advisors currently associated with Plum Pointe Wealth Management
Warmer can help you find a great advisor at Plum Pointe Wealth Management or one who fits your needs even better.
Plum Pointe Wealth Management, LLC is an SEC‑registered investment adviser that provides discretionary portfolio management and comprehensive financial planning to individuals, high‑net‑worth clients, pension and profit‑sharing plans, and charitable organizations. Its Wealth Management Advisory service combines ongoing investment management with written financial plans addressing retirement, estate, tax, insurance, college savings, and business planning. The firm constructs portfolios using Modern Portfolio Theory, typically employing a long‑term buy‑and‑hold approach with periodic rebalancing and a core‑plus‑satellite blend of passive and active strategies. Investment decisions draw on fundamental, technical, and cyclical analysis, and accounts are managed against individualized investment policy statements with at least quarterly reviews. Founded in 2024 and managing roughly $105 million in client assets, the firm operates with a single advisory principal while serving about 183 client relationships, resulting in a relatively high client load per advisor compared with many peers. Plum Pointe maintains formal affiliations with an insurance agency (whose associated persons are licensed to sell life and health insurance) and with an exempt reporting adviser, relationships that are less common among similarly supported firms.
To learn more about the advisors currently working at Plum Pointe Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Providence, RI
| 13
|
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