• Request a complementary meeting today with Josh Stivers to discuss how your financial future and the possible role of insurance and investments in your financial strategy!
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    We help create retirement income strategies for people in or nearing retirement that are designed to give them confidence in their financial future.

    Platinum Wealth Advisory works with friends and neighbors throughout the greater Lake Travis and Hill County area to help them work toward their financial goals through the use of insurance and investment products.

    Platinum Wealth Advisory

    Proudly serves Lake Travis and Hill Country, Texas.

    We are an independent investment advisory firm rooted in the community and have developed our business by creating close, personal relationships with our clients. When you have financial concerns, we want to help you address them.

    Market fluctuations and economic uncertainty can present challenges for your financial strategy, and it may take more than just market performance to provide you with the confidence you deserve for your financial future. That’s why we are committed to earning your trust, thoroughly understanding your goals and dreams, and helping you feel confident in your financial strategies. Contact us at info@platinumwealthadvisory.com, or call us at (512) 369-3817 to schedule a time to discuss your financial situation and the potential role of insurance or investments in your financial strategy..

    Josh Stivers founded Platinum Wealth Advisory in 2009 with the belief that wealth consists of much more than dollar and cents. It is Josh’s goal to help clients find true lasting value as a result of placing their finances against the proper backdrop of their life picture.
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    Securities offered through Kalos Capital, Inc., Member FINRA/SIPC and investment advisory services through Kalos Management, Inc., both at 11525 Park Woods Circle, Alpharetta, Georgia 30005. Platinum Wealth Advisory is not an affiliate or subsidiary of Kalos Capital, Inc. or Kalos Management, Inc.