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Your Partner For Success

Platinum Tax & Wealth Management is an independently managed, privately-owned tax and wealth management firm located in The Woodlands, TX serving affluent clients throughout the Greater Houston area as well as nationwide. Our firm works with successful individuals and families. 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.

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 centered around a tax based philosophy and utilizing tax reduction strategies: In other words, your left hand should know what your right hand is doing. By analyzing your situation from a tax, investment, insurance, and estate planning perspective, we help you minimize your taxes and maximize your future wealth.

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Should You Borrow from Your 401(k)?

Should You Borrow from Your 401(k)?

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Your Changing Definition of Risk in Retirement

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

Charitable Giving: Smart from the Heart

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.