Whether you are investing to build wealth, protect your family, or preserve assets, our team at Platinum Wealth Management focuses on your needs, wants and long-term goals. We can help take the mystery out of preparing for today and tomorrow…
We believe everyone deserves a seat at the table. We lead with the heart of a teacher and provide heart-centric financial literacy. Join us for monthly virtual Coffee Chats, our Financial Foundations 4-part series, Blog & weekly podcast, "Platinum Talks Wealth." We also provide specific education tailored for both businesses and organizations.
At Platinum Wealth Management we consistently lead with financial planning while educating our clients to take the mystery out of investing, insurance, estate conservation and preserving wealth. Click in to learn more about our 7-step Financial Planning Process.
Wealth management can take the financial stress off your shoulders by giving you the knowledge and the support you need to continue building your wealth. Let us help you invest for your today & tomorrow.
What does retirement look like for you? Do you want to travel the world? Maybe camping & enjoying nature? Spending more time with family & friends? Or launch a new company in retirement? It looks different to everyone and it's not a one shoe fits all. We are here to help you dream big...
We all have to pay taxes.
It's not just about what you make... but, what you actually get to keep. Asset allocation and (sometimes even more important) asset location.
Let's talk strategy...
It can be difficult to think about leaving our loved ones behind. What's your estate strategy? Do you have a trust? Are your beneficiares set up properly? We can help create an estate strategy for your family's unique situation.
Always Client Centered
The top priority and true honor at Platinum Wealth Management is helping our clients. We work with you to build a long-term financial plan that can adapt for your unique life situations and whatever bull gets in your way. No quotas. No bull.
Knowing how you need to file your taxes depends on your income and filing status, as well as which deductions and credits you can claim. In this free ebook, we share some common errors to avoid.