First, we’ll take an in-depth look at your overall financial situation to get the lay of the land. Then your advisor will offer clear ideas and recommendations for investment strategies that fit your goals, risk tolerance and timeline.


Here are some of our primary services:



  • Individual Accounts
  • Individual Retirement Accounts (IRAs)
  • Managed Accounts
  • Joint Accounts
  • Trust Accounts
  • Corporate Accounts
  • Self-Directed 401(k) Option

…and many more.


  • Stocks
  • Bonds
  • Mutual Funds
  • ETFs
  • 1031 Exchanges
  • REITs
  • Oil & Gas Programs
  • Structured Settlements
  • Variable Annuities
  • Fixed Annuities
  • Cash Management
  • 529 Plans

…and many more.


Contact Platinum Wealth Group today and explore the opportunities available to you.