Our Mission

Our mission is to get to know and understand your values, needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation and values.

We understand the challenges families face today, from managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all our resources to help you pursue your goals.

We help people identify their relationship to money and its purpose, so they can create an efficient plan.

One of our primary goals is to develop a long-term, trusting relationship with you.

How We Work

Help people achieve financial independence through education, discipline, and support.

Our Process

We create strategies that are tailored to your values and goals.

Our History

Years of experience have prepared us to guide you through your life transitions.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Platinum Wealth Advisor Group are not affiliated. This communication is strictly intended for individuals residing in the states of AZ, CO, ID, KS, MT, NM, NV, and UT. No offers may be made or accepted from any resident outside the specific states referenced.

Cambridge’s Form CRS (Customer Relationship Summary)

The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Platinum Wealth Advisors Group makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.

Platinum Wealth Advisors