Business Description

Scott Jackson has been in the financial industry for over 10 years. Since 2004 he has been an Advisor focused on financial and estate planning for affulent families.

Platinum Wealth Partners is a full service boutique independent financial advisory firm. We have two separate platforms that allow client assets to be held at National Financial Services or with Fidelity Investments. Clients benefit from our small size and flexibility by having access to proprietary growth models, open investment platforms, and a customized Financial Wealth Plan.

We help our clients with financial planning, estate planning, IRA's,Roth IRA's, SEP's,401k's,annuities, managed accounts, life insurance, and asset allocation.

Prepared By:

Scott Jackson