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:
- Investment Consulting
- Wealth Enhancement
- Wealth Transfer
- Wealth Protection
- 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.
