Plunkett & Associates is an asset management firm delivering services tailored to the individual investor. Our focus is on creative financial planning that allows us to assist our client in creating investment strategies that will best suit their specific needs, considering the broad picture of all their assets. In these turbulent times we also help our clients understand complicated financial markets so we can together make decisions in our clients’ best interests. We also assist our clients in planning for the transfer of wealth from one generation to the next.