PERSONAL CLIENT SERVICE AND FINANCIAL ADVICE! IRS PROBLEM SOLVING. BENCHMARK YOUR PERSONAL FINANCIAL GOALS AND PLAN TO IMPLEMENT THEM. I have a passion for saving my clients money and keeping the tax man at arms length. We solve IRS issues!

Platinum Tax & Wealth Management is an independently managed, 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 fir...

I have multi-disciplinary, multi-industry experience including 25 years in the USMC and Big 5 consulting background. I help people solve business problems whether people, process, or technology related. I enjoy seeing people and organizations better off after I leave.

Each month we provide you with an income statement, balance sheet, comparison of current year to prior year results and summary of the last twelve months of results. We give you the tools to analyze your business and be more successful Opportunity to help people achieve their financial goals.