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  Life changes. We make it easier.™

RETIREMENT PLANNING | SURVIVOR PLANNING | DIVORCE PLANNING

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Our Story

 

When I founded Plum Creek Wealth Advisors, I had been in the financial services industry for a little over thirteen years. Where did it all begin?

What We Do

 

It's very specific. We help you through life changes. Retirement - Widowhood - Divorce.  But we focus, first, on your happiness because that filters into every aspect of your life.

Why We Do It

 

Most of us have a desire to be helpful, but beyond that a lot of us want to MAKE A DIFFERENCE. If you could feel like you made a difference, each day you went to work, wouldn't that be great? We do...and we love it.

We Also Do

 

Some of our services go beyond the traditional face to face client interaction: working with attorneys, outreach programs, and public speaking about financial planning for life changes, to name a few.

25586 Bagley Rd. - Suite 2 ; Olmsted Falls, OH 44138

Phone: 440.801.1007 | info@plumcreekwealth.com

  

Investment Advisory Services offered through Independent Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, to residents of Ohio, Pennsylvania, North Carolina, Georgia, Maryland, and Illinois. Cambridge and Plum Creek Wealth Advisors are not affiliated.