Platform Expands Wealth Management Offering, Accelerating Growth of Platform Advisors Arm

Platform Expands Wealth Management Offering, Accelerating Growth of Platform Advisors Arm

Business Wire

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SALT LAKE CITY--(BUSINESS WIRE)--Platform Advisors, the professional services arm of Platform Accounting Group, announced the launch of Platform Wealth Advisors, a national wealth management advisory. With the acquisition of Walpole Financial Advisors based in Goleta, Calif., Platform has launched Platform Wealth Advisors to better serve its current tax and accounting clients in need of trusted wealth advisors. The firm stands apart with a commitment to Evidence-Based Investing™ backed by 50 ye

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