Fostering Growth on Your Wealth Journey
Empowering you with the insight to manage your wealth wisely and build a lasting financial foundation for future generations.
Personalized Financial Services
At Plott and French Advisors, we provide a full range of personalized financial services that are designed to help you achieve your unique financial goals and secure your legacy for future generations. Our collaborative approach prioritizes your needs and goals, and we work closely with you to develop a comprehensive financial plan that aligns with your objectives.
Wealth Management
Customized solutions help you through tailored investment strategies, tax efficiency, risk minimization and planning.
Advanced Planning
Long-term strategies that consider various variables to help you accomplish your unique financial objectives.
Multi-Generational Planning
Comprehensive plans that encompass your entire family’s goals.
Philanthropic Strategies
Helping you assess how to give back to your community.
WhoWe Are
At the heart of our approach is a commitment to understanding your values and needs. We prioritize building lasting relationships. Empowering you to work towards your financial goals with confidence.
How We Work
We believe that personalized financial planning is one of the keys to working towards your unique financial goals. Our process begins by assessing our compatibility with your needs and getting an understanding of your financial dreams. By adopting this approach, we gain a deeper understanding of your needs and provide you with the personalized guidance you require to achieve your unique financial goals.
Discovery
Meeting
Plan
Development
Investment Plan Meeting
Mutual Commitment Meeting
Ongoing
Review
Who We Help
We cater to a wide range of clients. Our aim is to strive to understand each client’s unique needs and are dedicated to helping them navigate complex financial situations with personalized financial guidance tailored to you.
High Net Worth Families
Business Owners
Health Care Professionals
Successful Professionals
Retirees
Our Virtual Family Office Approach
For exceptional families with complex, and often multi-generational, financial needs, elevate your
wealth management experience with our Virtual Family Office (VFO), prioritizing seamless coordination,
confidentiality, and an exceptional level of service. The recurring challenge of meeting with multiple
professionals, repeatedly narrating your unique story, can be daunting and inefficient. Our VFO process
eliminates that hassle. With the Virtual Family Office, we act as your personal Chief Financial Officer and
serve as the nexus of your network of professionals, coordinating efforts with attorneys, accountants, and
other professionals to streamline your needs, keep everyone on the same page, and maximize your most
precious asset: time.
Client-Focused Wealth Management
At Plott and French Advisors, we prioritize your financial well-being by offering tailored advice and personalized solutions that align with your values and goals. Our experienced team of financial advisors is dedicated to providing knowledge and expert guidance, ensuring your long-term success. Join our family of clients and embark on a confident financial journey.
