Basic Estate Planning

April 30, 2019

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FAQs:
Where will my accounts be held and how are they protected?
Your accounts will be with The Charles Schwab Corporation - a highly regarded, national institution with an excellent reputation. Your assets are held separately from Platinum Bridge Wealth Strategies and you have access to your money at any time. Your accounts are also protected by the “Schwab Protection Guarantee”
https://www.schwab.com/schwabsafe/security-guarantee

Will your recommendations be in my best interest?
Platinum Bridge Wealth Strategies operates in a fiduciary capacity. This means we carry a legal obligation to act in your best interest at all times. As a fee based manager, we do not earn commissions from transactions in your account. We receive no compensation from any investment company to promote their products. We are paid a fee to manage your assets and to handle your comprehensive planning needs. We have access to thousands of investments from around the world and our sole focus is to find the best options available to meet the planning goals of our clients.

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E-mail Antwone

antwone@platinumbridgewealth.com

Call Antwone

202-871-8177

Platinum Bridge Wealth Strategies

1200 G St. NW, Suite 844

Washington, DC 20005

Comprehensive Retirement Planning. So you can retire, worry-free.

E-MAIL ANTWONE

antwone@platinumbridgewealth.com

CALL ANTWONE

202-871-8177

Investment Advisory services offered through Osaic Advisory Services, LLC (Osaic Advisory). Osaic Advisory is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Advisory.

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