Services
Wealth Advisory
Where the science of Evidence-Based Investing™ meets the art of human-centered wealth management.
We’ve got you covered.
Selling a business?
Worried about having enough money in 20 years?
Want to maintain a lifestyle?
Looking to protect your assets?
Receiving an inheritance?
Going through a divorce?
Whatever it may be, we’re here to support you. We serve individuals, businesses, families, and anyone who needs support aligning their values to today’s financial decisions and tomorrow’s desires.
Wealth is personal, which is why our approach is, too.
We know true financial well-being starts with listening and understanding what matters to YOU. We begin with your story and desired legacy, then we build a portfolio unique to your needs and values. We draw on decades of financial science and empirical research, backed by a broad community of experts who are committed to building dependable portfolios without the guesswork.
We believe in holistically helping you use your money as a resource to live a life that reflects who you are — now and tomorrow.
Services:
Advanced planning (a roadmap for today and tomorrow)
Estate planning (establishing trusts, asset titling, estate tax optimization, etc.)
Business planning and succession
Retirement planning and sponsorship (income maximization planning, Medicare planning, charitable giving, etc.)
Investment management
Wealth enhancement and transfer
Wealth preservation + protection
The Pillars of Evidence-Based Investing™
We create portfolios based on what the financial science and empirical research has told us:
Markets are highly efficient
Risk and expected reward are related
Diversification is essential
Pursue Factors of Returns
Focus on what we can control
Human-centered wealth management
Platform Wealth Management Advisors is a team of seasoned industry experts who love the art meets science of wealth management.
Contact
Get in touch today
- 805.845.6587
- [email protected]
-
70 Santa Felicia Dr
Goleta, CA 93117 United States
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Platform Wealth Advisors is a Registered Investment Advisor. This web site is not a solicitation or offer to sell investment advisory services. Platform Wealth Advisors provides individual client services only in states in which it is filed or where an exemption or exclusion from such filing exists.
All written content is for informational purposes only and may not constitute a complete description of available investment services or performance. Proprietary papers and writings are the opinions of Platform Wealth Advisors. Other articles, links, and information presented on this site are obtained from sources believed to be reliable, but they are for informational purposes only and Platform Wealth Advisors does not guarantee their timeliness or accuracy. Clients should consult their advisor with regard to any questions they may have. Nothing on this web site should imply that past results are an indication of future performance. The value and income of any of the securities or financial instruments mentioned on this Site can fall as well as rise, and an investor may get back less than he or she invested. Past performance is not necessarily a guide to future performance. Independent advice should be sought in all cases.
At certain places on this site, live “links” to other Internet addresses can be accessed. Such external Internet addresses contain information created, published, maintained, or otherwise posted by institutions or organizations independent of Platform Wealth Advisors. Platform Wealth Advisors does not endorse, approve, certify, or control these external Internet addresses and does not guarantee or assume responsibility for the accuracy, completeness, efficacy, timeliness, or correct sequencing of information located at such addresses. Use of any information obtained from such addresses is voluntary, and reliance on it should only be undertaken after an independent review of its accuracy, completeness, efficacy, and timeliness. Reference therein to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by Platform Wealth Advisors.
Human-centered wealth management
Platform Wealth Management Advisors is a team of seasoned industry experts who love the art meets science of wealth management.
Reyes Florez
CEO, Location
(510) 333-4598
Reyes “grew-up” in his father’s boutique CPA firm where he developed a love for small business and client services. Between two different s
Natalee Harris
Managing Partner / Director Salt Lake City, UT
(510) 333-4598
Natalee is Platform’s resident tax and accounting expert overseeing training, development and compliance for the entire firm. She started her career at a big firm, o,