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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

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

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

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

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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<p>Social Security Benefits: How Much Will I Receive</p>

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.
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<p>Keeping Good Records is Good Business</p>

Keeping Good Records is Good Business

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
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<p>It May Be Time for a Financial Checkup</p>

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.
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<p>Women and Financial Strategies</p>

Women and Financial Strategies

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
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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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