Phone: 512-369-3817 | Text: 512-900-3433 |

Schedule a Visit with Josh

We invite you to come in for a complimentary Retirement Review with Josh Stivers. This meeting is not a high-pressure environment. You will not be asked to buy anything or commit to us in any way. Instead, we will spend the time to get to know you and what your dreams are for retirement, and we're going to give you the chance to get to know us, so you can determine whether you could benefit from partnering with Platinum Wealth Advisory.

Platinum Wealth Retirement Review

Your complimentary Retirement Review will include a preliminary consultation and an individualized portfolio review:

  • In the preliminary consultation, we will devote our specialized attention to understanding what is important to you financially and determining how we may be of assistance to you.
  • During the portfolio evaluation, we will give you a diagnosis of your current investment strategy and our recommendations for your specific situation. 

At Platinum Wealth Advisory, our philosophy is simple - safety of principle whenever possible, reasonable rates of return, and great client service. Our goal is to provide quality investment planning assistance to every client on an individualized basis. It is our earnest desire to help you Retire Better!

Schedule Your Complimentary Consultation

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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.