Broker Check

We Are a Full Service Firm

Financial Life Planning 

Financial Life Planning 

Strategically aligning your core resources to your values

Understanding your current financial life, we help you prioritize & allocate your resources toward what is most important to you and your family. It is an ongoing process which we monitor and evaluate to ensure your intentions and wealth are in harmony.

Support Through Divorce/Death of a Loved One

Support Through Divorce/Death of a Loved One

Planning through divorce/death of a loved one

Individuals transitioning out of marriage or experiencing unexpected death of a spouse are often met with unfamiliar challenges and having to make uncomfortable financial decisions. When it comes to your financial life, you don’t have to make them alone. A Platform Wealth advisor can serve as a trusted partner who will help you navigate the financial complexities of divorce or death of a partner, provide support through this time of difficult transition, and realign your financial strategy and values for the future.

Investment Management

Investment Management

Investing doesn’t have to be complicated

Our primary objective is not to chase higher returns with excessive risks, but rather create a portfolio that gives you the highest likelihood of achieving goals that matter to you and your family. Once we help determine what the money has to do for you and your loved ones, the rest becomes clear. We use an evidence-based methodology backed by multiple decades of peer-reviewed research and market & economic studies for our investment management.

Retirement Planning

Retirement Planning

Visualize financial independence

Get into a mindset of what lifestyle you want to transition to, rather than thinking about quitting your day job. Achieving financial freedom is often the biggest goal our clients desire, one you should plan as thoughtfully as possible. It is necessary to be holistic yet flexible because your life is dynamic – your blueprint should bring all of the facets of your financial needs together, making adjustments and improvements as you transition to the lifestyle you've envisioned.

Risk Management & Estate Planning

Risk Management & Estate Planning

Batting life’s curveballs to help protect & bridge generational wealth

Safeguarding your wealth is as critically important as building it. We will assess financial perils from unexpected events such as death, illness, or disability, aligning your risks and estate plan with your financial life plan. This may include evaluating titling of assets, beneficiary reviews, examining wills & trusts, and adjust as necessary through periodic checkups.

Tax Planning<br/>

Tax Planning

Less is better

Minimizing potential taxes you pay over your lifetime and after death is an important aspect to managing your wealth. Our financial planning approach and investment strategies are created with tax considerations in mind.

Find Your Independence

At Platform Wealth, we integrate each decision to move you closer to your intentions.

Contact Us