• 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 GF Investment Services, LLC. Member FINRA/SIPC. Investment Advisory Services offered through Global Financial Private Capital, LLC, and SEC Registered Investment Advisor. This site is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referenced herein. We suggest that you consult with your financial or tax advisor with regard to your individual situation. This site has been published in the United States for residents of the United States. Persons mentioned in this site may only transact business in states in which they have been properly registered or are exempt from registration.

    *Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

    This report is for informational purposes only. It is not intended to provide tax or legal advice. By requesting this guide you may be provided with information regarding the purchase of insurance or investment products in the future.