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Platinum Tax & Wealth Management, LLC

Platinum Tax & Wealth Management, LLC

President & Wealth Advisor

(281) 362-1444

Let's Take The Next Steps Toward Financial Confidence Together

We hope that you’ve learned enough about our firm and the way we approach wealth management to be interested in a potential partnership. We’ve learned through experience that we can’t be all things to all people. Instead, we focus on being everything to the select few for whom we are a great fit. We’ve found that we work best with clients who:

  • Work hard and are actively engaged in their finances
  • Value professional advice and are willing to delegate the details to an experienced team of qualified professionals
  • Care about family and the community
  • Are committed to building a happy, engaged, and confident financial future

We treat every prospective client as a future partner and we would be delighted to put together a review of your current financial situation. To schedule a complimentary consultation, please call us at 281-362-1444. We look forward to demonstrating how our tax-based approach to managing wealth can help you pursue your long-term goals.