Innovative Technology

Our proprietary bill pay app makes approving bills, viewing bill payment status, and communicating with the Plumb team easier than ever. Our app provides the financial clarity needed to make the most informed decisions about wealth preservation.

High Touch Service

Personalized attention and meticulous detail management provide the foundation for our analytical, proactive approach to bill pay for high-net-worth clients.

Robust Security

We proactively protect sensitive data in several vital ways. Bank-level security, real-time, 24/7 network monitoring and detection from our in-house IT team ensures your data is protected.

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“The month-end financial reports that Plumb provides to my clients give a clear, aggregated picture of their current financial status and helps establish wealth preservation.”

Client’s Estate Attorney