Brian Robertson was instrumental in the foundation of Platinum Family Wealth (PFW) in 2020, as the managing partner. This came about after serving the financial needs of area families to the highest degree for over 18 years. His team has expertise in three main categories. First, helping young families and individuals build savings strategies, budgets and financial plans to build wealth. That long-term plan provides freedom throughout their lives. Second, facilitating complete and secure income strategies as clients seek to transition from full-time work to retirement years. Third, assisting families in the protection of financial or physical assets. This permits the efficient transfer of those assets to people or organizations which they love.
Regardless of the strategy, success takes intentionality. Intentionality in spending and savings habits. Intentionality in accurate and comprehensive financial planning. And, intentionality utilizing legal and financial tools to ensure your hard-earned assets can be protected and transferred as you wish. Brian’s clients appreciate his direct personal approach to learn about what is most important to them, their concerns and their dreams. He also has been approved for discretionary-trading that allows for block trading of strategies and improves conversations by maintaining focus on the long-term goals through all market cycles. “I thrive on bringing deep knowledge and comfort to clients as they approach each financial decision throughout their life.” says Brian.
Outside the office, Brian actively volunteers with his church and his community. He commonly logs over 600 hours a year in volunteer activities. He feels blessed to have built this business where he can help make a positive difference for multiple families and generations. Brian has lived in Mansfield his entire life along with his wife, Jan, and son, Nathan. He is an avid musician, a bassist primarily, but is also proficient on guitar and drums. He also enjoys autocross, road racing and track days across the Midwest, with groups such as the Sports Car Club of America (SCCA), AutoInterests, and others. He can be found instructing at many of these events and schools.