Platinum Tax & Wealth Management

About

Platinum Tax & Wealth Mangement is an independent, privately-owned, tax and wealth management firm. Our focus is what is best for you, the client.

Story

We are a tax and wealth management firm that works with successful individuals and families in The Woodlands and Houston area. We seek to build long-term relationships with hard working, self-made people who need help making sense of their financial situations and developing a clear vision of the future.
We believe in thinking “outside the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth.
By getting to know our clients, their families, and their hopes for the future, we’re able to create personalized roadmaps that take them where they want to go. We choose to remain a small firm so that we can give our clients an extraordinary level of service and ongoing support.
Our unique approach to wealth management is based on a simple philosophy: your left hand should know what your right hand is doing. By analyzing your situation from tax investment, insurance, and estate planning perspectives, we help you minimize your taxes and maximize your future wealth.

Impressum

Securities and Investment Advisory Services offered through Cetera Advisors, LLC, member FINRA/ SIPC, Cetera is under separate ownership from any other named entity. 2002 Timberloch Place, Suite 525 The Woodlands, TX. 77380