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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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Catch-Up Contributions

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

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Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Budget Check Up: Tax Time Is the Right Time

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.