Serving you well is our key focus
At Platinum Credit Wealth Management, we provide comprehensive, independent investment advice for individuals, families and private and public foundations, giving you several options for working toward your many financial demands.
We will support you with trusted expertise to help with your wealth planning, trust and estate administration, investment management, investment advisory accounts, brokerage services and traditional banking services.
Our goal is simple:
To provide superior service and to orchestrate the various resources it takes to oversee substantial wealth on your behalf.
Our focus is to assist our clients in four areas:
- Create strategies for managing and growing wealth
- Create strategies for protecting and preserving wealth
- Planning for distribution of wealth during life in the most tax-advantaged way
- Planning for distribution of wealth at death in the most tax-advantaged way
