The Platinum Peak Team Approach

At Platinum Peak Advisors, we believe that the complexity of financial and estate planning requires a coordinated and integrated effort among our clients’ various advisors. Thus, our planning process involves working closely with our clients’ other advisors to ensure that plans are professionally orchestrated, integrated and implemented. We facilitate this team approach through our Personal Financial Portal platform which enables the advisory team to review the client’s comprehensive financial plan and documents directly on the client’s individual website.

In the process of working with us, clients and their advisors quickly learn that developing long-term relationships and strategic partnerships with other professionals is a key part of our philosophy. We are proud to refer qualified clients to our strategic partners where there is a right fit.

An Independent Technical Resource for Legal, Accounting and Property/Casualty Insurance Advisors

Platinum Peak Advisors also maintains strategic partnerships with other advisors, serving as an independent and confidential resource to address their clients’ financial services and planning needs. Depending on the advisor’s comfort level, services can be provided behind the scenes or via direct client interface, which can be decided on a case-by-case basis. Simply put, our goal is to add to an advisor’s credibility through technical intelligence and comprehensive resources delivered objectively, promptly and thoroughly.

Our Professional Partnerships most frequently include:

  • Attorneys and Law Firms
  • CPAs and Accounting Firms
  • Property and Casualty Insurance Professionals

If you are interested in learning more about our Professional Partnership program or some of the unique processes developed by Platinum Peak Advisors, please contact us.