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Your valued partner in financial planning and investing. With over 30 years of experience working with pilots and flight attendants, we understand the unique financial challenges and opportunities that come with your profession. Our dedicated team of experienced wealth managers is here to provide personalized strategies and comprehensive strategies to help you navigate the complexities of your financial journey and work toward achieving your long-term goals.

Portfolio Management

Construction and monitoring of investment strategy catered to your financial goals

Financial Planning

Ongoing financial planning from our CERTIFIED FINANCIAL PLANNER™

Legacy and LTHC planning

Providing for future needs; yours and for generations to come

Education Savings

Building a savings strategy for children and grandchildren

Specialized Financial Planning for Aviation Professionals

We have an unwavering commitment to understanding the intricate details of your profession and providing specialized financial planning services that cater to your unique needs.

Our team of professionals recognizes that pilots and flight attendants require a comprehensive approach to financial planning that goes beyond standard practices. We are well-versed in the specific considerations and complexities associated with your profession. With this in-depth understanding, we can develop tailored strategies to help you work toward achieving your financial goals and secure your long-term financial well-being.

 At Platinum Wealth Management, we believe that specialized financial planning for aviation professionals is essential to navigate the intricacies of your career and pursue your financial goals. With our understanding of the industry and personalized approach, we are committed to providing you with comprehensive strategies that address your unique needs and secure your financial future.

How We Work

Step 1

Step 1

Schedule a meeting to start our complimentary Financial Goal Analysis (FGA) process 

Step 2

Step 2

Gather information and assess goals

Step 3

Step 3

Review and implement the FGA

Step 4

Step 4

Frequently review goals and strategies

Schedule a Meeting

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