Brian Dunckley
- Role
- President at Plum Pointe Wealth Management
- Location
- Providence, RI, US
- LinkedIn followers
- 500 followers
Experience
President
Nov 2016 — Present
We are Guardians of Wealth: analysts, capital allocators, risk managers, facilitators of dreams. We are Stewards of your Legacy: empowering you to focus on your core values and to influence the next generation. We are Innovators in financial education and communication: providing you the tools to make the best possible financial decisions by bringing together analytics and self-awareness of your behavioral tendencies. Our services can be broadly organized into five categories: Investment Management, Comprehensive Wealth Management, Family Office Services, Business Advisory Services, and Foundation and Endowment Management.
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