Financial Knowledge is Power
We put wealth management in terms everyone can understand.
Use the resources in our knowledge center to increase your understanding of important concepts that affect your journey to wealth.
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At PlumTree We Work with People Just Like You
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Plan Your Future like you Planned Your Wedding
You have just spent a great deal of time and effort planning your wedding. It…
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Are you Prepared for an Emergency?
Whether you have $5 or $5 million dollars, have just graduated or are ready to…
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Do You Need a Financial Plan?
Yes…Everybody needs a financial plan!
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As Your Money Grows, Take Care of It
Once you start making some money and can begin saving, you need to start with…
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Life Gets More Complicated
Life doesn’t necessarily get easier just because you start making more money…in fact, it could…
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"If you are looking for a financial planner who will put you and your needs at the center of every financial planning engagement, I suggest that you look for a CFP® professional."
— Beth D’Andrea, CFP®