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Platinum Wealth Management of Buckhead

Platinum Wealth Management of Buckhead


Platinum Wealth Management of Buckhead's financial review

Employees

4


Platinum Wealth Management of Buckhead information

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have develo...
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.Securities and advisory services offered through LPL Financial, Member SIPC.www.sipc.org • Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. • The financial professionals associated with Platinum Wealth Management of Buckhead may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Platinum Wealth Management of Buckhead industries

Wealth management & financial planning
Wealth management
Investment specialists
Financial planning

Platinum Wealth Management of Buckhead's financial review

Employees

4

Technologies

Hosting
Web Performance Monitoring
Fonts
Tag Management

Notable Alumni

Danny Santia
Intermediate Representative, Data Management & Quantitative Analysis
BNY Mellon

Employees

Managing Director
Senior Vice President of Investments
Director of Marketing and Media/ Client Representative
Senior Director

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