Our Process

If you ask ten investors to define wealth management — or even ten “wealth managers” to do so — you will almost certainly get ten different answers, most of them heavily focused on investing. It might surprise you to learn that less than 7% of financial advisors use a true wealth management model.

Platinum Wealth Group clients benefit from a cutting-edge team with a clear and comprehensive vision of wealth management. Our wealth management formula addresses the top five concerns most important to affluent families:

1. Investment Consulting
2. Wealth Enhancement
3. Wealth Transfer
4. Wealth Protection
5. Charitable Giving

Through our process, we are able to engage all aspects of your wealth in working collaboratively towards meeting your financial goals, bringing you financial balance, and financial serenity.