Mortgage lenders consider many personal factors when deciding whether you can afford a home. #MortgageCalculator
Platinum Wealth Management of Buckhead
Financial Services
Atlanta, Georgia 287 followers
Personalized Financial Advice Tailored to You
About us
Our reasons for becoming financial professionals are deeply personal. We saw many friends and family struggling to find the guidance they needed to plan their financial futures. With our understanding of personal finance and professional training, we are confident we can help you better prepare for what lies ahead. Over the years, we’ve built a reputation for educating individuals in an easy-to-understand way, empowering them to use financial concepts to pursue their goals. We are committed to helping our community achieve financial security. We believe in the power of a team approach. By combining our expertise, we offer well-rounded strategies that address a wide variety of financial needs. Each client benefits from the diverse perspectives of our team, ensuring that we develop solutions tailored to their unique situation. We understand that no single strategy works for everyone. That’s why we give each client our full attention—developing, executing, and following up on personalized strategies to address their specific goals. Contact us today to discover how our proactive approach can help you achieve your financial objectives. Securities and advisory services offered through LPL Financial, Member SIPC. www.sipc.org • Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. • The financial professionals associated with Platinum Wealth Management of Buckhead may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
- Website
-
http://www.pwm-b.com
External link for Platinum Wealth Management of Buckhead
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Atlanta, Georgia
- Type
- Partnership
- Founded
- 2021
- Specialties
- Wealth Management , Financial Planning, Retirement Planning, and Investment Specialists
Locations
-
Primary
3560 Lenox Rd NE
Suite 2727
Atlanta, Georgia 30326, US
Employees at Platinum Wealth Management of Buckhead
-
Gena Barbato
Managing Director at Platinum Wealth Management of Buckhead
-
Daniel Kundla, CFP®
CERTIFIED FINANCIAL PLANNERᵀᴹ | SVP of Investments | Platinum Wealth Management of Buckhead
-
Ellie Camp
Director of Marketing and Media/ Client Representative
-
Maddox Israel
Student at University of Mississippi
Updates
-
As we step into 2025, it’s the perfect time to reflect on your financial future. Setting clear resolutions can help you: ✅ Grow your investments ✅ Plan for a comfortable retirement ✅ Stay on top of your budgeting ✅ Prepare for life’s unexpected moments Whether you’re starting fresh or fine-tuning your strategy, Platinum Wealth Management of Buckhead is here to guide you every step of the way. Let’s make this your year of financial empowerment. 💼 Ready to get started? Visit https://lnkd.in/eKTabRMa or contact us today! #FinancialResolutions #NewYearGoals #RetirementPlanning #InvestWisely
-
What would you rather have: \$500 today or a 50% chance at \$2,000 tomorrow? Know your risk profile. #RiskTolerance
What Is My Risk Tolerance?
pwm-b.com
-
As we welcome 2025, we’re reminded that every new year brings fresh opportunities to build a brighter financial future. Whether you’re planning for retirement, saving for your family’s future, or pursuing new financial goals, we’re here to guide you every step of the way. Let’s make this the year of growth, stability, and success! 🌟 📞 Ready to start planning? Contact us today at https://lnkd.in/eKTabRMa. Here’s to a prosperous and fulfilling year ahead! 🥂 #NewYear2025 #FinancialGoals #PlatinumWealthManagement
-
Think you have a knack for predicting market trends? Here’s your chance to put that intuition to the test! 💡 We’re hosting the 2025 Closing Bell Challenge, where you can guess where the Dow Jones (DJIA), S&P 500, and NASDAQ will close at the end of 2025. 📈 The person with the most accurate predictions will win a donation made in their name to the charity of their choice! 🎁 It’s all for fun, and participation is completely optional—just a way to kick off 2024 with a little friendly competition! 🏆 To enter, simply comment below or DM us your predictions for the DJIA, S&P 500, and NASDAQ by [deadline, e.g., January 15, 2024]. Ready, set, predict! 🔮💼 #2025ClosingBellChallenge #MarketChallenge #FinancialFun #DowJones #NASDAQ #SP500 #MarketForecast #CharityChallenge
-
Did you know that 6 out of 10 Gen Xers (ages 45–54) are not prepared for retirement? According to the 2024 Trend Report by Woori Financial Group, only 39.3% of Gen Xers have started planning for their golden years. Here’s why: 👉 Many Gen Xers have the highest income compared to other generations, averaging $4,300 per month. 👉 However, financial responsibilities—supporting both aging parents and children—make saving for retirement a challenge. With 43.2% of Gen Xers supporting both parents and children, the burden is real. But there’s still time to turn things around! 💡 The report also shows that Gen Xers are savvy investors, with stocks (60.8%) and even new opportunities like virtual currency among their top holdings. So, why not leverage that knowledge to secure your future? ⏳ Retirement may be closer than you think, but with the right strategies, it’s never too late to start preparing. Let’s tackle the financial challenges and make your retirement goals a reality. 💼 Ready to get started? We’re here to help. Let’s build a plan tailored to YOU. #RetirementPlanning #GenX #FinancialWellness #InvestmentStrategies https://lnkd.in/eXqNEty8
Gen X struggles with retirement planning
https://www.under30ceo.com
-
✨ Thinking about what happens to your retirement accounts when you leave a job? ✨ Your retirement savings are too important to leave behind. Whether you’re transitioning careers or retiring, understanding your options can make all the difference. Watch this video to learn what steps you can take to protect and maximize your retirement funds! 💼 Ready to discuss your options? Contact us today. #RetirementPlanning #FinancialFreedom #CareerTransitions #RetirementAccounts #WealthManagement
-
Ever heard of a Roth 401(k)? Would one be right for you?
What Is a Roth 401(k)?
pwm-b.com
-
Stocks saw modest gains during the holiday week, driven by an early tech rally that was trimmed as investors took profits. Here's how major indices performed: ✅ S&P 500: +0.67% ✅ Nasdaq Composite: +0.76% ✅ Dow Jones: +0.35% ✅ MSCI EAFE Index: +1.54% (international markets) Ho-Ho, Then No-Go The week started strong despite news of declining consumer confidence, lower durable goods orders, and soft new home sales. However, the “Santa rally” fizzled after the midweek holiday, with tech giants leading the pullback. The Real Santa? The Consumer. Holiday spending from Nov. 1–Dec. 24 rose 3.8% in 2024 (compared to 3.1% in 2023). A strong job market and increased household wealth boosted consumer activity, a vital component of the economy. Looking Ahead: Key Economic Updates 📆 Monday: Pending Home Sales 📆 Thursday: Jobless Claims 📆 Friday: ISM Manufacturing Index Stay tuned for more updates! 💼 #MarketUpdate #FinancialPlanning #Investing #ConsumerTrends
-
Retirement may change your perception of investment risk.
Your Changing Definition of Risk in Retirement
pwm-b.com