Platinum Tax & Wealth Management

Platinum Tax & Wealth Management

5.0
1 hire on Thervo
4 employees
17 years in business

About this pro

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 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

JEREMY M. MATRANGA, RFC is a well-known financial educator and is the President and Founder of Platinum Tax & Wealth Management. His experience is in helping individuals and companies develop custom moneymanagement strategies that help them preserve their wealth. Jeremy has advised current and past employees of ExxonMobil, AT&T, Southwestern Energy, Anadarko Petroleum Corporation, and many others.

Jeremy has spoken at Harvard Business School’s Business Expert Forum and NASDAQ. He has also been on Fox 26 News as a financial analyst several times. Jeremy’s been featured in Forbes, The Huffington Post, CBS News, and NBC News.

Jeremy’s unique approach to wealth management is centered around a tax based philosophy and utilizing tax reduction strategies. By analyzing his client’s situation from a tax, investment, insurance, and estate planning perspective, he helps them minimize their taxes and maximize their future wealth.

Jeremy has lectured widely on financial topics and speaks regularly to investors. He has earned his RFC from the International Association of Registered Financial Consultants (IARFC). He is also a Five Star Wealth Manager award winner from 2015-2018. Jeremy’s true passion is spending time with his wife,Cindy, and their children, Lane, Katelyn, and Chase.

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Credentials

Spring, TX 77380
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Accountants Bookkeepers Business Tax Preparation Financial Advisors Individual Tax Preparation Tax Preparation Services Tax Accountants