Ingrid Ramsey-Plock
CFO Associate
Dana Marcoccia
Marketing Associate
Isa Markwell
Jr. Intern - Marketing
At Platinum Wealth Management, we have the client—and only the client—in mind.
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future.
After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial goals. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
We invite you to discover and experience the power of our services. No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your personal financial goals and objectives. We’d love to talk with you…