The top priority and true honor at Platinum Wealth Management is helping our clients. We work with you to build a long-term financial plan that can adapt for your unique life situations and whatever bull gets in your way. Just about everyone has a different opinion on how to invest or manage money.
Each client is unique and has their own definition of financial independence, which means no one strategy fits all. We help you navigate those waters with ongoing personalized financial planning with strong client/advisor relationships. Whether you are investing to build wealth, protect your family, or preserve assets, we focus your needs, wants and long-term goals.
Each client is unique and has their own definition of financial independence, which means no one strategy fits all. We help you navigate those waters with ongoing personalized financial planning with strong client/advisor relationships. Whether you are investing to build wealth, protect your family, or preserve assets, we focus your needs, wants and long-term goals.
Services
Emmy nominated journalist, Jennifer Rogers Markwell, changed gears in her television career when she realized the need to help women and their finances. It started at home for Jennifer after her grandfather passed away and she wanted to help her grandmother make sense of investing. Now she regularly hosts educational workshops to empower women to take charge of their investments.
LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products.
As an employer, you share the responsibility for guiding your employees toward making decisions that will afford them greater financial freedom in retirement. But here's the quandary: Just as your workers look to you for financial guidance and advice, you must seek out an expert to help you navigate plan regulation and administration.
Fortune 500 ranks U.S. companies based on a review of the prior year's total revenue and factors such as profits after taxes, year-end assets and total stockholders' equity. Sustainable investing is investing with the intention of generating a positive ESG impact alongside a financial return. LPL supports the growth and development of sustainable investing practices by providing education, insights, research, and solutions.
If you're like most plan sponsors, you have many demanding challenges competing for your attention. LPL representatives work with retirement plans every day, and they will help save you time and effort. LPL representatives bring the experience and tools that deliver value, help seek to improve participant outcomes, and help manage your fiduciary risks.
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