Platinum Tax & Wealth Management

Hours of Operation:
  • Monday - Friday: 9:00am - 5:00pm
  • Saturday & Sunday: By Appointment Only
Contact Information:
  • Phone:  281 362-1444    
  • Fax: 832 442-5055    
  • Email:  Contact Us
Nearby Shopping:
Address:
  • 2002 Timberloch Place
  • Suite 525
  • The Woodlands,   TX   77380
Directions

Private Tax & Wealth Management For Select Individuals

Linkedin Pin

About Us

Platinum Tax & Wealth Management is an independent, privately-owned tax and wealth management firm located in The Woodlands, TX serving affluent clients throughout the Greater Houston area as well as nationwide. Our firm works with successful individuals and families. We seek to build long-term relationships with hard working,self-made people who need help making sense of their financial situations and developing a clear vision of the future.

By getting to know our clients, their families, and their hopes for the future, we’re able to create personalized roadmaps that take them where they want to go. We choose to remain a small firm so that we can give our clients an extraordinary level of service and ongoing support.

Our unique approach to wealth management is centered around a tax based philosophy and utilizing tax reduction strategies: In other words, your left hand should know what your right hand is doing. By analyzing your situation from a tax, investment, insurance, and estate planning perspective, we help you minimize your taxes and maximize your future wealth.






Platinum Tax & Wealth Management is an independent, privately-owned tax and wealth management firm located in The Woodlands, TX serving affluent clients throughout the Greater Houston area as well as nationwide. Our firm works with successful individuals and families. We seek to build long-term relationships with hard working,self-made people who need help making sense of their financial situations and developing a clear vision of the future.

By getting to know our clients, their families, and their hopes for the future, we’re able to create personalized roadmaps that take them where they want to go. We choose to remain a small firm so that we can give our clients an extraordinary level of service and ongoing support.

Our unique approach to wealth management is centered around a tax based philosophy and utilizing tax reduction strategies: In other words, your left hand should know what your right hand is doing. By analyzing your situation from a tax, investment, insurance, and estate planning perspective, we help you minimize your taxes and maximize your future wealth.







Affiliations:
Update Listing