Business Details
Your Trusted Financial Partner for Customized Wealth Solutions
At Platinum Wealth Management, we are dedicated to helping individuals and businesses define their financial goals and create tailored strategies to achieve them. Our team of experienced professionals provides comprehensive financial planning, investment management, and retirement solutions designed to align with each client's unique vision of financial freedom. We emphasize education, transparency, and proactive guidance to ensure clients understand their investments and the rationale behind our strategies.Our services span tax planning, estate planning, risk management, and business financial planning, all grounded in a fiduciary commitment to act in our clients' best interests. With a focus on accountability and personalized support, we aim to simplify complex financial decisions and empower clients to pursue their long-term objectives with confidence.
Services
Financial Planning
Investment Management
Retirement Planning
Tax Planning
Estate Planning
Risk Management
Private Client Services
Social Security Analysis
Business Financial Planning
Succession Planning
Highlights and features
- Customized financial plans aligned with your unique goals and risk tolerance.
- Experienced fiduciary advisors committed to acting in your best interests.
- Comprehensive services covering retirement, tax, estate, and business planning.
- Proactive investment strategies with a focus on transparency and education.
- Accountability and ongoing support to help you stay on track through life's changes.
What people say
Personalized strategies
Proactive guidance
Clear communication
Expertise in retirement planning
Fiduciary commitment
Services
Financial Planning
Our financial planning services evaluate your current assets, income, and expenditures to create a dynamic roadmap for achieving your goals. We focus on cash-flow analysis, risk management, and personalized strategies tailored to your life stage, whether you're starting out, preparing for retirement, or managing a business. Regular reviews ensure your plan adapts to changing circumstances, helping you pursue financial stability and long-term success.
Retirement Planning
We help clients avoid retirement crises through a five-step process that includes goal assessment, asset analysis, tax-efficient strategies, and risk management. Our approach addresses Social Security optimization, inflation concerns, and portfolio sustainability, ensuring your retirement income aligns with your lifestyle needs. We emphasize proactive adjustments to navigate market fluctuations and life changes, safeguarding your financial legacy.
Tax Planning
Our CPA-led tax planning team identifies savings opportunities by analyzing recent returns and structuring strategies to minimize liabilities. We focus on retirement account distributions, business tax optimization, and compliance with evolving regulations. By integrating tax planning with overall financial strategies, we help clients retain more of their income while supporting long-term wealth-building objectives.
Estate Planning
We assist in creating tax-efficient estate plans that reflect your values and ensure asset distribution aligns with your wishes. Services include wills, trusts, power of attorney designations, and special needs planning. Our specialists collaborate with attorneys and CPAs to minimize administrative burdens, protect beneficiaries from creditors, and preserve your legacy through structured trusts and succession strategies.
Investment Management
Our disciplined investment approach combines client-specific risk profiles with economic analysis to build diversified portfolios. We emphasize downside protection, irreplaceable capital preservation, and income generation for retirees. Regular monitoring and rebalancing ensure strategies remain aligned with market conditions and client objectives, balancing growth potential with risk management to support long-term financial goals.
People
Jeremy Matranga
Founder & Wealth Advisor
Jeremy Matranga brings decades of experience in financial planning and investment management. He specializes in creating personalized strategies that align with clients' life goals, emphasizing education and transparency. His fiduciary approach ensures clients' interests remain the priority.
Cindy Matranga
Founder & COO
Cindy Matranga oversees operations and client services, ensuring seamless execution of financial plans. With a focus on accountability and client advocacy, she helps streamline processes to deliver efficient, personalized support for individuals and businesses.
Ryan Detrick
Chief Market Strategist
Ryan Detrick leads investment strategy with expertise in market analysis and portfolio management. His data-driven approach helps clients navigate economic cycles while maintaining focus on long-term objectives through disciplined, proactive adjustments.
Debra Taylor
Managing Partner & Chief Tax Strategist
Debra Taylor specializes in tax planning and compliance, leveraging her CPA and legal expertise to minimize liabilities. She develops strategies for individuals and businesses, integrating tax efficiency into comprehensive financial plans to enhance wealth preservation.
Beth Schanou
Senior Wealth Planner
Beth Schanou focuses on estate and legacy planning, guiding clients through wills, trusts, and succession strategies. Her legal background ensures plans comply with evolving regulations while protecting assets and family interests across generations.
Questions
What services does Platinum Wealth Management offer?
We provide financial planning, investment management, retirement planning, tax planning, estate planning, and risk management tailored to individual and business needs.
Are you fiduciaries?
Yes, we act as fiduciaries, prioritizing your interests in all recommendations and ensuring transparency in our advisory process.
How do you customize financial plans?
We analyze your goals, risk tolerance, and financial situation to create dynamic plans that adapt to life changes and market conditions.
What areas do you serve?
While based in Omaha, NE, we work with clients nationwide through virtual consultations and personalized support.
How are investment strategies determined?
Strategies combine your objectives with economic analysis, focusing on diversification, risk management, and long-term growth aligned with your risk profile.
Can you help with business financial planning?
Yes, we assist with business valuation, tax efficiency, succession planning, and integrating business assets into personal financial strategies.
