Services We Offer
We specialize in, and focus on your investments both short and long term and partner with other industry professionals that specialize in specific areas of financial, retirement and estate planning.
By utilizing decades of detailed data coupled with Nobel prize winning academics and educating our clients on a superior approach to investing we strive to give peace of mind to your investing experience while helping you capture market returns and manage risk.
We are fee only advisors, so as you prosper, we prosper. Our money is invested right along side yours. 100% of my own family's and my personal retirement funds are placed in the exact same products that we will recommend to you.
Also, at Platinum, we will never charge you a commission, because we believe that commissions create an inherent conflict of interest between us and our clients.