• 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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    Here’s our story. We look forward to hearing yours.


    The financial crisis of 2008 changed everything!  Everyone remembers and many were deeply affected.  When the market crashed, taking with it many people’s only source of livelihood, it became immensely clear the investment industry was fundamentally flawed.  Brokers and fund managers prioritized the size of their commissions over the security of their clients’ futures and, as a result, our country experienced a true financial disaster.

    This tragedy was the inspiration for me to start Platinum Wealth Advisory with one primary simple goal: Truly take care of people’s futures! 

    Prior to the 2008 crisis, I worked with a firm specializing in fixed assets and tax planning.  As a result of these conservative approaches, our clients survived the credit crisis unscathed.  When I chose to start a new firm here in Lakeway towards the end of 2009, many of those clients chose to be a part of what we were going to build.  We were able to start Platinum Wealth from a position of strength with a tremendous foundation of client relationships that believed in our vision.

    Like the Phoenix rising from the ashes, our firm has become a truly holistic financial planning company. By taking the time to ask our clients how we could best serve them, our needs based approach to planning solutions has evolved into a complete endowment planning model for individuals. 

    Through strategic relationships with some of the best institutional money managers, private equity firms and insurance companies in the industry, we are able to architect plans for our clientele with very little limitation and true efficiency.  This means lower fees and greater flexibility for our clients.

    Our practice is built around the concept that “Less is More” (and we don’t mean money!)  We have purposely kept the firm small over the past 7 years to insure we were able to best meet the needs of our long term clients.  All of our clients have unique wealth management needs and we strive to provide a personalized service to meet these needs in the most tax efficient manner.  Our diverse investment platform combines traditional equities with unique alternative investment and insurance planning that set us apart from other planning firms.

    Over the past year, we have expanded our service offering in order to begin to open our doors to more of the Lake Travis community. If you would like to find out more about us or our services, give us a call or email retirebetter@platinumwealthadvisory.com.

    We look forward to continuing to serve our community!
     

    Josh Stivers

    Founder and President

    Josh 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. He focuses on working with clients to construct and maintain the financial picture that meets their individual needs.

    Josh is an Austin native and currently lives in the Lakeway area.  He and his wife, Susan, have been married for fourteen years and have three daughters, Abigail, Hope, and Noelle. Josh and Susan love being foodies and trying different restaurants around town. As a family, they are very active in their church. When Summer comes around they enjoy taking the girls to the pool for some family relaxation.

     

    Rebekah Vincent

    Client Services Coordinator

    Rebekah joined Platinum Wealth Advisory in 2013 as your Client Services Coordinator. In this capacity, she can ensure the best experience with Platinum Wealth Advisory possible. She is committed to efficiently servicing your needs with the upmost care and support as well as oversee day-to-day activities, marketing, and new business processing throughout the entire investment process.

    Rebekah moved to Austin in 2010 after graduating from Texas A&M University with degrees in International Business & Spanish, Whoop! Rebekah and her husband, Kellan, have been married six years, and have two young daughters, Anora and Maisie. Rebekah spends her free time at the local crossfit gym, cooking, and playing with her babies!

     

     

    By contacting us, you may be offered information regarding the purchase of insurance and investment products.

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    "The Social Security Decisions”

  • 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.