Platinum Wealth Management Joins Carson Partners

Share Post: facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.

The Woodlands, Texas (July 18, 2022) – Platinum Wealth Management, a full-service tax, and financial planning firm based in The Woodlands, Texas, has announced its joining of Carson Partners, a nationwide network of more than 120 advisory firms across the U.S. Platinum Wealth Management has $38 million in assets under management and will remain independently owned under the leadership of Founder and Wealth Advisor Jeremy M. Matranga, RFC.

“Our custom money management strategies always begin with a strong foundation to help our clients pursue their goals,” said Matranga. “Becoming a Carson Partner aligns with our business values, helps us simplify operations, and provides even greater value to our clients.”

“We are proud to welcome Platinum Wealth Management to our Carson Partners ecosystem. This firm has been a member of Carson Coaching for several years. As a Carson Partner, they will be more empowered to elevate its operations for continued success,” said Gregg Johnson, National Sales Director of Carson Group.

A well-known financial educator, Matranga established the firm in 2004. In 2018, he authored a book titled “Taxing Away Your Wealth.” In addition, he has shared his inspiring financial philosophy with several groups, including the Harvard Business School, NASDAQ, Coca-Cola, and Microsoft. He looks forward to continuing to share his best practices and grow the footprint of his firm through the partnership with Carson.

“We are eager to bring our clients a more simplified and streamlined experience through Carson’s top-tier technology. We hope to reach more people in the long-term with our highly successful tax-based financial planning and wealth management strategies,” said Matranga.

Carson Group has more than 120 firms in its advisory network and manages $20 billion in assets.


About Carson

Carson Group serves financial advisors and investors through its businesses, including Carson Wealth, Carson Coaching and Carson Partners. The family of companies offers coaching and partnership services to advisor firms and straightforward financial advice to the investing public. All three organizations are headquartered in Omaha, Neb., and share a common mission to be the most trusted for financial advice. For more information, visit www.carsongroup.com.

Carson Partners offers investment advisory services through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. Carson Coaching and CWM, LLC are separate but affiliated companies and wholly-owned subsidiaries of Carson Group Holdings, LLC. Carson Coaching does not provide advisory services.

Tax preparation services are not offered through CWM, LLC.

Share:
facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.
Share Post: facebook Created with Sketch. twitter Created with Sketch. linkedin Created with Sketch. mail Created with Sketch. print Created with Sketch.

RECENT POSTS

COVID’s Financial Toll Isn’t What You Think

By Erin Wood, Senior Vice President, Financial Planning and Advanced Solutions Just a few years ago, Rose retired with a decent-sized 401(k). With some careful budgeting and a part-time job, her retirement finances were on track. Rose was looking forward to traveling, reigniting her passion …

Emerging Financially Healthy After a Gray Divorce

By: Erin Wood, CFP®, CRPC®, FBS®, Senior Vice President, Financial Planning, Carson Group   Laura and Caroline are in their late 50s. Friends since meeting at a playgroup for their toddlers, both were in long-term, seemingly happy marriages.

3 Roth Conversion Traps To Avoid After The SECURE Act

Roth conversions can be a powerful tax and retirement planning technique. The idea behind most Roth conversions is to take money from an IRA and convert it to a Roth IRA. Essentially, you’re paying taxes today instead of paying taxes in the future.

10 Common Estate Planning Mistakes (and How to Avoid Them)

Estate planning and end of life planning are about taking control of your situation. Death and long-term care later in life might be hard to fathom right now, but we can’t put off planning out of fear of the unknown or because it’s unpleasant. Don’t wait for life to happen to you, though.

1 2

Get in Touch

In just 15 minutes we can get to know your situation, then connect you with an advisor committed to helping you pursue true wealth.

Schedule a Consultation