Financial Health & Wellness
Integrating your financial health & wealth.
CLARITY
Direct, easy to understand communication with transparency in all we do.
COMPASSIONATE
Mindful, intentional listening so you feel seen, heard and acknowledged in all circumstances.
COMPREHENSIVE
Thoughtful solutions customized to you after careful analysis and consideration in all areas of your life.
Financial health, clarity and wellness for your family.
You may think that financial advisors are only for people who are nearing retirement or are incredibly wealthy. But everyone can benefit from a financial advisor – they just have to find an advisor that suits their needs!
At Plumtree Wealth Strategies, we specialize in working with young professionals and young families. We understand that our clients have unique needs and objectives that traditional financial advisors won’t address.
Most traditional financial advisors prefer to work with clients who have accumulated significant wealth. But that’s not our ideal client! We’re different – we understand your financial journey, and we want to help you with all your life changes and transitions.
We aim to cultivate and nurture lifelong partnerships with you, the client, in order to ensure your future financial security, protect your lifestyle and help you take care of the people and things that mean the most to you.
Here’s How We Can Help
FINANCIAL ADVICE
Advice focused on you and your family.
INSURANCE
Protect what matters most to you.
INVESTMENT
Investing your money so you can feel financially fit.
My husband and I had never embarked on working with a financial advisor prior to working with Nancy. We had a lot of hesitation and reservations about what the whole process might look like. Upon meeting Nancy- she made us feel super comfortable and at ease.
Since working with her, our finances have shifted dramatically and, still, we feel totally at ease being upfront about whatever our current situation is and she continues to deliver appropriate helpful advice no matter the income level.
She has transformed our approach to our finances and opened our eyes to what possibilities are available to us now and in the future and helped us plan to make those possibilities a reality.
Nancy was superb to work with – she was quick to respond, empathetic with my needs, offered insurance options without bias and put my interests first.
Specifically, Nancy helped put together an incredible insurance arrangement for my business. I’d recommend her and Plumtree’s services to anyone looking for to fulfill their insurance or wealth management needs!
Finally, feeling financial fit.
At Plumtree Wealth Strategies, we believe in finding integration of life and financial health & wellness. We work with individuals, families and businesses to formulate custom financial solutions that fit the immediate and future needs of each client.
No matter your age, your stage of life or your financial position, we are committed to providing a thoughtful balanced approach for peace of mind for your financial future so you can focus on doing what you love to do.
How We Work Together
1. LET'S TALK
Let’s talk about what matters most to you. Your dreams and goals.
2. GET A PLAN
We craft a customized plan for you.
3. FEEL FINANCIALLY FIT
Enjoy the benefits of financial wellness.
Financial Health & Wellness.
