Por: Brian Dunckley

Welcome to The Plum Pointe Wealth Management Podcast Series, where we simplify and navigate today's financial complexities to create a better world for our clients.

Join Brian Dunckley, President and Founder of Plum Pointe Wealth Management, each episode as we discuss some of the most pressing topics facing business owners in today's financial climate. With a background in science, prior to becoming a wealth manager, Brian helps family stewards prepare for the future in a complicated world, one analytically informed decision at a time.

Get your note pad ready because we'll be covering some complex topics that are bound to leave you with key takeaways for your own financial world. Enjoy!

6 episodios disponibles