for life

FINANCIAL HEALTH & WELLNESS

Because everyone deserves

for life

FINANCIAL HEALTH & WELLNESS

Because everyone deserves

for life

FINANCIAL HEALTH & WELLNESS

Because everyone deserves

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About Us

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.

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WHAT WE STAND FOR

 

We aim to cultivate and nurture lifelong partnerships with clients in order to ensure their future financial security, to protect their lifestyle and to help clients take care of the people and things that mean the most to them.

WHY WORK WITH US?

Your financial health & wellness experts…

CHOICE

Independent advisors  offering solutions through multiple insurance and investment partners.

CLARITY & SIMPLICITY

Direct, easy to understand communication with transparency in all we do.

COLLABORATIVE

Partners with you in designing and implementing your ideal future financial dreams.

COMPREHENSIVE

Thoughtful solutions customized to you after careful analysis and consideration in all areas of your life.

CLIENT CENTRIC

You first, always.  Advocates of  financial literacy skills to empower you to make the best financial decisions for you.

COMPASSIONATE

Mindful, intentional listening so you feel seen, heard and acknowledged in all circumstances.

 OUR CLIENTS SPEAK FOR US

"I met Nancy the year my husband had died. I was thinking about an early retirement but I didn't know how to make it work. Nancy really " got me "  -  she took time to understand what was important to me and provided some very creative solutions. She gave me confidence and peace of mind. I highly recommend her services."

Marion W  Semi-Retired Registered Nurse

"I was referred to Nancy for financial consultation. Nancy's knowledge of financial Instruments, networking, tax laws and shelters has resulted in a portfolio that has positioned me to retire with the confidence of income and tax benefits upon death."

Ted O.  Retired Social Worker

READ OUR RECENT ARTICLES

Caring for the aging parent – and you

Caring for an aging parent is a compassionate—but often stressful—undertaking. It can take a huge emotional toll on everyone in a family, but for women the financial impact can hit especially hard. “Women who become caregivers for an elderly parent or friend are more...

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Copyright © 2018.  Mutual fund products offered through Investia Financial Services Inc. Insurance products offered through Customplan Financial Advisors Inc. & Peak Insurance Services. Financial Planning offered through third party CFP licenced professionals.  All Rights Reserved.