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

“Dirty Dozen” Tax Scams to Watch For

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

The Utility of Sector Investing

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

Don’t Be Your Own Worst Enemy

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.