Building Financial Serenity

We understand that trust is the most important factor when selecting a wealth manager. We build every client relationship upon a strong foundation of integrity and accountability. Work with us to build your financial serenity.

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Don't get stuck at the bottom.

Urban professionals face more financial challenges than ever before. Small changes now can lead to a lifetime of independence.

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It's not always about the money.

Constructing a life strategy that keeps you in control is our goal. With our advisors, we’ll give you the tool to reach your goals.

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Our Commitment

We understand that trust is the most important factor when selecting a wealth manager. That’s why every client relationship is built upon a strong foundation of integrity and accountability. We aim to guide, empower, and foster success that results in peace of mind for your family, future, and legacy.

Our team approach enables us to truly specialize in serving the unique needs of clients in differing life, wealth, and family situations.

We recognize that our client’s portfolios are irreplaceable and take great care to handle your assets with the utmost stewardship and attention. With Platinum Wealth Group as professional fiduciaries by your side, you’ll receive unbiased and broadly diversified investment management in an open platform and low fee environment.

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SINGULAR CLIENT SERVICE

Our team approach enables us to truly specialize in serving the unique needs of clients in differing life, wealth, and family situations.

Helpful Content

Curated articles, videos, and more for a financially savvier you.

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Individual

First, we’ll take an in-depth look at your overall financial situation to understand your unique needs. Next, we offer clear ideas and recommendations for investment strategies that fit your goals, risk tolerance, and timeline.

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Business

Every business is unique and needs individual attention. After the discovery process to find out what makes your business tick, we’ll determine the best course of action to help you achieve your goals.

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Insurance

Insurance is an essential element of any sound financial plan. There are different types of insurance that can help protect you or your loved ones from the risk of accidents, illness, disability, and death. When it comes to insurance there is no one-size-fits-all policy.

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1031 Exchanges

1031 Exchanges and 1031 Exchange DSTs (Delaware Statutory Trusts) may assist you in deferring the tax liability on the sale of real estate property and can be an important component of your holistic financial plan.

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What's My 2023 Tax Bracket?

Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.

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How Financial Professionals Are Compensated

Read this overview to learn how financial advisors are compensated.

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Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

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Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

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Need A Second Opinion

Is your relationship with your advisor bringing you financial peace?

We encourage you to reach out to us to determine if you qualify for a complimentary discovery meeting. Discovery meetings can help determine if you are on target to reach your financial goals. We may be able to confirm that you are on the right track, however, if we see areas of improvement, we can suggest ways in which you may strengthen your wealth plan. This may include recommending varied providers to best fit your unique needs and situation.

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