I am The Chief Planning Strategist for Platinum Bridge Wealth Strategies. As such, I act as a fiduciary to help manage and grow the assets of institutions and the retirement income of individuals. I am a veteran financial professional and I have spent over 15 years helping clients successfully navigate various market environments.
Investment Advisory services offered through Triad Hybrid Solutions LLC, a Registered Investment Advisor. Nothing contained herein shall constitute an offer to sell or solicitation of an offer to buy any security. Material in this publication is original or from published sources and is believed to be accurate. However, we do not guarantee the accuracy or timeliness of such information and assume no liability for any resulting damages. Readers are cautioned to consult their own tax and investment professionals with regard to their specific situations.