Indian Wells Wealth Management Group

Platinum Wealth Management, based in Murrieta, CA, is a team of experienced financial consultants dedicated to providing personalized investment strategies for their clients. With over 20 years of industry expertise, President Jonathan Lopez leads the team in offering a range of services, including diversification and growth opportunities. Manager of Operations Charles Barr brings a wealth of experience in process development and quality management to the firm, ensuring efficient operations and client satisfaction. Licensed to sell securities in multiple states, Platinum Wealth Management prioritizes individualized financial solutions tailored to each investor's unique goals and needs.Generated from the website

We're More Than Financial Planners, We're Your Wealth Partners. Our clients are #1. Through our signature thrive planning framework we get to know our clients. Only then do we compile plans to optimize each individual or business' financial success