Platinum Wealth Management Joins Carson Partners

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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

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.

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