Broker Check

Platinum Wealth Group

Guided only by your best interests and our expertise.

About Us

Platinum Wealth Group was founded on the belief that, even in uncertainty, balance can be achieved. We work with individuals, families, and businesses to achieve that balance in their singular, highly personal situations.

Our mission is to help you meet your financial goals throughout the various stages of your life. Whether you are starting a career, beginning your family, changing jobs, sending children to college or retiring, we are uniquely qualified to guide you on your journey bringing balance to your personal financial landscape.

As an independent financial planning and investment management firm we are free from ties to one solution or one financial product. We deliver customized financial solutions that are objective and unbiased -- guided only by your best interests and our expertise.

Our Philosophy

Financial planning expertise is a given, yet what makes the difference is our ability to understand your needs and build a relationship that lasts. Our advisors have the education, knowledge, and experience to make that happen through trust, transparency, and accountability.

Our unique and highly personalized service distinguishes us from other wealth managers. We build lifetime relationships with our clients through trust and time, the cornerstones of advisory engagement. This philosophy of wealth management means that most of our clients are referrals from other clients.

We spend an extraordinary amount of time with every single client creating a unique environment where you can be confident that you have been heard and that your input matters. The length of time we spend with our clients on an ongoing basis leads to productive, stable, and collaborative relationships.

We welcome the opportunity to talk with you about how we can help you plan for tomorrow and live for today.

Have a Question?

Name
Email
Phone
Question
Thank you!
Oops!