wiseradvisor

Jeremy Matranga, RFC®
Platinum Tax & Wealth Management, LLC

Tel: 281-362-1444
2002 Timberloch Place Ste. 525
The Woodlands, TX 77380
Platinum Tax & Wealth Management, LLC | Financial Advisor in The Woodlands ,TX


About Platinum Tax & Wealth Management, LLC

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.


General Information

Firm Start Year:   2004
Gender:   Male
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


Services

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


Firm Information

Assets Managed by Advisor:   $35,000,000


Compliance

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

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   $250,000
Compensation Methods:   Based on Assets, Hourly, Flat Fee, Commissions
Fee % Based on Assets:   90%
Hourly Rate:   $250



Disclaimer

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 Matranga

Jeremy Matranga

RFC®

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.

My Team

Cindy D. Matranga Cindy D. Matranga

Cindy D. Matranga is the Vice President of Operations and Partner for Platinum Tax & Wealth Management. She has substantial experience working with the public. Cindy has been in the financial services industry for about 10 years and loving every minute of it. Cindy comes to us from Sacramento, CA where she was born and raised. She has been in Texas for 10 years now. She is responsible for company operations and client service support. Her responsibilities include processing all account paperwor ...more

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM