Broker Check
Featured Video Women and Retirement The Facts About Income Tax

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.

ECONOMIC IMPACT PAYMENTS

ECONOMIC IMPACT PAYMENTS

Click the button below to view helpful information on the economic impact payments and how they may apply to your situation. 

Learn more

Helpful Content

The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

A Look at Whole Life Insurance

A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

How Does Your Credit Score Compare?

How Does Your Credit Score Compare?

Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.