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.

Schedule a visit with Josh

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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Why We’re Different

CUSTOM FIT SOLUTIONS

Asset Class Diversification

Endowment Model Approach

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.

FINRA/SIPC/MSRB