General Info

We are an independent wealth management company providing independent financial advice tailored to our clients. Our financial planning process is the foundation for our financial services. Being independent means that Platform Wealth is free to associate with any broker/dealer we desire. Because we do not offer any proprietary products, we are free to recommend a vast array of solutions that support your needs. In affiliation with LPL Financial, our financial professionals have access to comprehensive financial research and the ability to provide quality financial guidance and cutting-edge technology with robust security to our clients.