Plum Pointe Wealth Management’s Post

Behind every Mariner advisor is access to a team of advisors. Together, we solve complex challenges for your wealth. Learn how we can help build momentum for your wealth. https://bit.ly/4eI1SYZ

Managing your day-to-day cash is an essential component of wealth planning. Learn more about our cash sweep options with competitive rates. https://lnkd.in/emrQ8UFA

If you are a company founder or family business owner approaching a liquidity event, we bring expertise, strategic thinking, and best practices to help you understand and plan for the financial implications of a transaction. Critical decisions regarding your personal planning goals are best made well in advance of a transaction. Learn more about our Pre-Liquidity Planning: https://lnkd.in/eH3sJ4Wg

Behind every Mariner advisor is access to a team of advisors. Together, we solve complex challenges for your wealth. Reach out to learn how we can help build momentum for your wealth. https://bit.ly/4cJuJe5

Managing your day-to-day cash is an essential component of wealth planning. Learn more about our cash sweep options with competitive rates. https://bit.ly/3yrGSEY

Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. Let our team guide you through the complex process of getting your financial affairs in order today 📞 315.370.9965

Managing your day-to-day cash is an essential component of wealth planning. Learn more about our cash sweep options with competitive rates. https://bit.ly/3Vm5us0

Only 30% of family businesses survive beyond the founder’s generation. Our wealth management experts discuss three best practices to help protect your family business. Learn more here. #wealthmanagement #familybusiness

Determining the optimal time for refinancing is entirely tailored to YOUR specific situation. To pinpoint the ideal approach, reach out to ME, and together we can devise a plan based on your current circumstances!

Navigate estate planning with confidence at CPR Wealth Management. Our tax-savvy strategies safeguard your legacy and secure your family's financial future. #EstatePlanning #TaxEfficiency 🏰📜 #AmericanTaxAndPlanningServices