Our Stories
Endless Care for
Timeless Legacies
Mountains endure through time. They hold what is precious within, shaped by patience, weight, and restraint. The gold inside a mountain does not last by chance—it remains only when treated with purpose.
At Plus Advisor, we believe wealth is much the same. It is more than numbers or achievement. It carries a family's values, aspirations, and responsibility for what must endure beyond one generation.
Founded by Priskilla Lusina, whose work has been shaped by more than 25 years of experience, Plus Advisor was established to serve families who seek clarity and care in decisions that matter. Our role is not to pursue transactions or short-term outcomes, but to provide thoughtful, long-term guidance grounded in trust and understanding.
We support families across governance, succession, philanthropy, and long-term investment considerations—approaching each decision with discipline, respect, and attention to what has been entrusted. Like gold within a mountain, wealth requires care to remain meaningful.
Plus Advisor exists to provide that care. Because legacies that last are shaped quietly, over time, with purpose.
Outer Tones
The outer tones represent growth, stability, and life—like flourishing mountain landscapes.
Inner Gold
The inner gold/brown hues symbolize enduring prosperity born from thoughtful stewardship.
Mountain
The mountain stands as a metaphor for strength and achievement, reached through intentional planning.
Our Vision
To be a trusted advisor for families in navigating the long-term responsibilities of family wealth.
PLUS Advisor envisions a future where family wealth is managed with clarity, integrity, and prudence—preserving values, fostering harmony, and ensuring continuity across generations.
Our Mission
To support families through thoughtful, ethical, and disciplined advisory in navigating complex wealth decisions over time.
Through a holistic and relationship-driven approach, PLUS Advisor helps families to make informed decisions, safeguard what matters most, and preserve trust and continuity across generations.
Our Values
Our values form the quiet foundation that guides every decision, relationship, and responsibility entrusted to us.
Integrity
We act with transparency, honesty, and accountability in every decision.
Legacy
We preserve and grow wealth to reflect family values across generations.
Personalization
We tailor solutions to the unique needs and aspirations of every family.
Expertise
We bring decades of proven experience and insightful leadership.
Holistic Care
We address every aspect of wealth, family governance, and legacy building.
Innovation
We embrace forward thinking strategies to secure meaningful futures.
