Platinum Wealth Management is an independent branch of LPL Financial, Inc. We provide investment advisory and asset management services to clients from all over Temecula, Murrieta & Southern California.
http://www.joinplatinumwealth.com/
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Platinum Wealth Management | joinplatinumwealth.com Reviews
https://joinplatinumwealth.com
Platinum Wealth Management is an independent branch of LPL Financial, Inc. We provide investment advisory and asset management services to clients from all over Temecula, Murrieta & Southern California.
joinplatinumwealth.com
Process — Platinum Wealth Management
http://joinplatinumwealth.com/process
Numbers people that don't treat you like a number. The first step in the investment process is discovery, where we sit down and listen to try to get an understanding of where you are now and where you want to be, what you have done in the past, and what are your concerns and expectations. We then take the information gathered in the discovery phase, go back to the office and work to develop a comprehensive plan created specifically to address the needs of your particular situation. Check the background o...
Growth — Platinum Wealth Management
http://joinplatinumwealth.com/growth
Numbers people that don't treat you like a number. THE BENEFITS OF LONG-TERM INVESTING. PLANT NOW, HARVEST LATER. Check the background of this firm on FINRA’s BrokerCheck at http:/ brokercheck.finra.org/. Securities and advisory services offered through Independent Financial Group, LLC (IFG). A registered broker-dealer and investment advisor. Member FINRA. Platinum Wealth Management and IFG are unaffiliated entities. Licensed to sell securities in the following states: AZ, CA, IL, NV.
Commitment — Platinum Wealth Management
http://joinplatinumwealth.com/commitment
Numbers people that don't treat you like a number. Check the background of this firm on FINRA’s BrokerCheck at http:/ brokercheck.finra.org/. Securities and advisory services offered through Independent Financial Group, LLC (IFG). A registered broker-dealer and investment advisor. Member FINRA. Platinum Wealth Management and IFG are unaffiliated entities. Licensed to sell securities in the following states: AZ, CA, IL, NV.
Value — Platinum Wealth Management
http://joinplatinumwealth.com/investment-philosophy
Numbers people that don't treat you like a number. An investment operation is one which upon thorough analysis promises safety of principal and an adequate return.". The study of facts in light of established standards of safety and value.". Protection against loss under all normal or likely conditions or variations.". Any amount of return, no matter how low, which the investor is willing to accept, provided he acts with reasonable intelligence.". All 3 above quotes are by Benjamin Graham. A registered b...
Diversification — Platinum Wealth Management
http://joinplatinumwealth.com/diversification
Numbers people that don't treat you like a number. Stocks* S&P 500, 1971-2012. Yahoo Finance;. Robert Schiller, Irrational Exuberance . Bonds* Long-term Government bonds, Ibbotson SBBI 1971-2012. Real Estate* * FTSE NAREIT US Real Estate Index, 1971-2012. Check the background of this firm on FINRA’s BrokerCheck at http:/ brokercheck.finra.org/. Securities and advisory services offered through Independent Financial Group, LLC (IFG). A registered broker-dealer and investment advisor. Member FINRA.
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