Broker Check

Team

At Platinum Tax & Wealth Management, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

Jeremy M. Matranga, RFC

President & CEO

(281) 362-1444

(832) 442-5055

Jeremy@PlatinumTWM.com

JEREMY M. MATRANGA, RFC is a well-known financial educator in The Woodlands, Texas and is President and Founder of Platinum Tax & Wealth Management His experience is in helping retirees and those soon to retire avoid common, costly...

Read more

Cindy D. Matranga

Vice President of Operations

(281) 362-1444

(832) 442-5055

Cindy@PlatinumTWM.com

Cindy D. Matranga is the Vice President of Operations and Partner for Platinum Tax & Wealth Management. She has substantial experience working with the public. Cindy has been in the financial services industry for about 10 years and...

Read more