Who are we, and what do we offer?
- Retirement Planning & Management
- Personal Wealth Management
- Investment Advisory Services
- Corporate 401(k)s
42690 Rio Nedo, Suite E.
Temecula, California 92590
Platinum Wealth Management is an independent branch of LPL Financial, Inc. We provide investment advisory and asset management services to clients from all over Temecula, Murrieta & Southern California.
Since its inception, LPL Financial has stood at the forefront of this growing market as the most truly independent firm in the industry.
Independence at LPL Financial translates into more freedom of product choice, more quality service, more regulatory expertise, and more technological capabilities.
The one and only focus of LPL Financial is providing LPL Financial advisors with the tools, training, and support they need to offer professional advice to their clients.
As the nation’s leading independent broker/dealer,* LPL Financial continues to set the standard for the industry.
LPL Financial offers no investment products of its own, so LPL Financial advisors can devote their time and energies, not to product quotas and sales goals, but to understanding your individual financial objectives.
*As reported by Financial Planning Magazine, June 1996 - 2012, based on total revenue.
Check the background of this firm on FINRA’s BrokerCheck at http://brokercheck.finra.org/
Securities and advisory services offered through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA / SIPC. Platinum Wealth Management and IFG are unaffiliated entities. Licensed to sell securities in the following states: AZ, CA, IL, NV
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