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Plan for financial independence

If you can envision the life you want to lead, we can help you develop a strategy to keep you on the path to your goal.

It is important to feel you have control over your future. At Platinum Wealth Advisory, we offer our experience and knowledge to design a specific plan of action that helps you work towards you financial independence.

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

If you would like to learn more about Platinum Wealth Advisory or would like to schedule a no-obligation meeting, please contact us today!

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Contact Us

For more information or to schedule an appointment with us, simply contact us today!


Phone: (512) 369-3817
Fax: (512) 597-4210 
Email us at info@platinumwealthadvisory.com
Visit our office at
2806 Flintrock Trace
Suite A203
Austin, TX  78738

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.