We at Platinum Tax and Wealth Management desire to know and understand your financial objectives and then provide you with the highest quality of information, service, and products to help you pursue your goals. Our commitment to our clients is based on the relationship we form with them, both professionally and personally.
We provide frequent, consistent contact with our clients to educate and inform them so that proper decisions can be made going forth. We engage with our clients on a regular basis as a result of the numerous social events we host during the year. We offer all of our knowledge and experience to keep our clients focused on a disciplined approach to realizing their dreams.
|Firm Start Year:||2004|
|Number of Years with Current Firm:||17|
|I work with the following types of clients:||Individual Investors, Businesses|
|Advisory Services Provided:||Wealth Management, 401K Rollovers, Retirement Planning, Estate Planning & Trusts, Financial Planning, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Portfolio Management, Insurance Products & Annuities|
|Investment Types:||Annuities, Insurance, Exchange Traded Funds (ETFs), Alternative Investments, Bonds, Mutual Funds, Stocks, Socially Responsible Investments (SRI)|
|I can meet clients in the following ways:||At your office, Video Conference, At your home, At my office|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Annuity, Life, Variable Annuity, Variable Life, Long Term Care|
|Assets Managed by Advisor:||$35,000,000|
|Investment Advisor Representative:||Yes|
|I am an acknowledged fiduciary:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Minimum Portfolio Size for New Managed Accounts:||$250,000|
|Compensation Methods:||Based on Assets, Hourly, Flat Fee, Commissions|
|Fee % Based on Assets:||90%|
Securities and advisory services offered through Registered Representatives of Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. Cetera is under separate ownership from any other named entity.
JEREMY M. MATRANGA, RFC is a well-known financial educator in The Woodlands, Texas and is President and Founder of Platinum Tax & Wealth Management His experience is in helping retirees and those soon to retire avoid common, costly financial mistakes. Jeremy has advised retirees and pre-retirees, including current and past employees of ExxonMobil, AT&T, Southwestern Energy, Anadarko Petroleum Corporation, and many others.
He is a member of The South Montgomery County Chamber of Commerce and The National Ethics Association, an organization that promotes consumer confidence by providing a source to verify business ethics for financial and insurance advisors. Jeremy has also been on Fox 26 News as a financial analyst several times.
Jeremy and his team provide straight talk, logical thinking, and effective strategies with confidence that can only be gained from years of steering clients through the financial maze. Recommendations and decisions are made solely in the interest of providing the highest value and benefit for each client. Objective solutions combined with tax-efficient investing may help lead to sound financial solutions.
Jeremy has lectured widely on financial topics and speaks regularly to investors in The Woodlands and Houston area. He has earned his RFC from the International Association of Registered Financial Consultants (IARFC). Jeremys true passion is spending time with his wife, Cindy, and their children, Lane, Katelyn, and Chase. The Matranga family are members of Woodlands Church located in The Woodlands.
Cindy D. Matranga
|Mon.||9:00 AM - 5:00 PM|
|Tue.||9:00 AM - 5:00 PM|
|Wed.||9:00 AM - 5:00 PM|
|Thu.||9:00 AM - 5:00 PM|
|Fri.||9:00 AM - 5:00 PM|