About Us

At Plan B the client comes first We care about what matters to our clients. Understanding you and your financial priorities allows us to identify and uncover areas where improvements can be made. Our advice is neither constrained by a narrow view of wealth management nor conflicted by financial incentives toward one solution over another. We are able to provide unbiased advice and solutions to our clients, which provide them with the peace of mind they desire.

Plan B Understanding You
Open and ongoing dialogue is the key to the success of any relationship. At Plan B Capital we also believe that to be true. Before we propose a solution or make any recommendations, we will hold in-depth discussions with you and, if you wish, your family members and professional advisors. We believe that it is paramount that we understand our client`s investment and overall financial situation before developing a specific and individualized mandate.
At the beginning of our relationship, these discussions allow us to gain a thorough understanding of not just your current personal situation and financial goals, but also the long term dreams and aspirations you and your family share. In addition, our conversations are an opportunity for you to learn about how we work together and what you can expect from us. Like any professional, as our relationship grows, an ongoing dialogue helps us ensure that we remain up-to-date on your situation and anticipate and respond to your family`s evolving needs at every stage of your life. We like to compare ourselves to the small town Doctor of years gone by. He would not only have an in-depth understanding of your health, but also all things important to you including your family, business, social interests and more. Effectively these components make your situation unique. It is that level of understanding that we feel builds strong, long-lasting, trusted

 

Overview

At Plan B the client comes first We care about what matters to our clients. Understanding you and your financial priorities allows us to identify and uncover areas where improvements can be made. Our advice is neither constrained by a narrow view of wealth management nor conflicted by financial incentives toward one solution over another. We are able to provide unbiased advice and solutions to our clients, which provide them with the peace of mind they desire.

Plan B Understanding You
Open and ongoing dialogue is the key to the success of any relationship. At Plan B Capital we also believe that to be true. Before we propose a solution or make any recommendations, we will hold in-depth discussions with you and, if you wish, your family members and professional advisors. We believe that it is paramount that we understand our client`s investment and overall financial situation before developing a specific and individualized mandate.
At the beginning of our relationship, these discussions allow us to gain a thorough understanding of not just your current personal situation and financial goals, but also the long term dreams and aspirations you and your family share. In addition, our conversations are an opportunity for you to learn about how we work together and what you can expect from us. Like any professional, as our relationship grows, an ongoing dialogue helps us ensure that we remain up-to-date on your situation and anticipate and respond to your family`s evolving needs at every stage of your life. We like to compare ourselves to the small town Doctor of years gone by. He would not only have an in-depth understanding of your health, but also all things important to you including your family, business, social interests and more. Effectively these components make your situation unique. It is that level of understanding that we feel builds strong, long-lasting, trusted

Leadership Team

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Our Investors

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Corporate Social Responsibility

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Total Quality Policy

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Code Of Ethics

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