Plutus Wealth Management

Plutus Wealth Management (PWM) provides portfolio management based on individual client goals and risk tolerance, creating an Investment Policy Statement for each client. PWM also offers pension consulting services, including identifying investment objectives, providing guidance on asset classes, and recommending money managers. Additionally, PWM offers financial planning services covering investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. PWM generally limits its investment advice to mutual funds, fixed income securities, insurance products including annuities, equities, private equity funds, ETFs, treasury inflation protected/inflation linked bonds, non-U.S. securities and private placements.