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3522 Paesanos Parkway, Suite 100
About Platinum Wealth Solutions of Texas
Platinum Wealth Solutions of Texas is dedicated to helping individuals, families and business owners pursue their financial goals. We provide financial guidance to clients – each with unique financial needs. Our reputation is based on the strong relationships we have formed with our clients and our commitment to excellence in all we do. The organization is comprised of a dedicated team of professionals with a wide range of backgrounds and disciplines – in finance, insurance, and investments. Our strategy embraces a team philosophy when working with our clients.
Each representative is responsible for understanding his or her client's financial picture, applying a comprehensive strategy, and providing the appropriate resources to meet the client's goals and objectives. We encourage our clients to integrate existing relationships with their trustees, attorneys, and accountants to ensure that our representatives can take a comprehensive approach when creating financial strategies.
We offer a wide range of products and services for wealth management, business succession planning, estate and business planning, and retirement planning, through our affiliation with:
Royal Alliance Association, Inc.* – a full-service broker/dealer offering a wide range of investment products and innovative technology solutions for investors' accounts, including: