Professional Financial Advice
With over 18 years of experience we’ll ensure
you always get the best guidance.
Retirement Income Planning and Protection
We help clients estimate the amount of income that will provide them with a comfortable retirement
Asset
Management
We design, create, and manage investment portfolios tailored to the client’s goals and risk-tolerance level.
Life Insurance and Long Term Care Insurance
We are fully licensed to help clients incorporate life insurance and long term care insurance into their estate plans.
Retirement Plan Rollovers
We specialize in helping clients who have recently retired or have switched employers.
About Us
Platinum Equity Investments, LLC. is a fully independent wealth management company focused on retirement planning and investment management. Located within a community of diverse and pioneering entrepreneurs at TradeCenter 128 in Woburn, Masssachusetts, the company is lead by Kristian Coffey, who uses his 18 years of experience and investment philosophy to help clients not only invest but also enjoy what they have earned.
Frequently Asked Questions
What kind of financial advice do you give?
We provide answers to the questions such as “Am I able to retire”? “Will I have enough money to live the lifestyle I’m accustomed to”? “Is my money invested in the right places”? All of our advice is unbiased, objective, and in our clients best interests.
Do you offer individually tailored investment plans?
Yes, each client has unique circumstances. Out investment plans are tailored to each client considering their goals and finances.
What are the costs/fees that I will pay?
We are very fee conscious. Fees on many investments have been decreasing over the past few years. We are able to take advantage of those savings and pass them along to clients.
Why Choose Us?
Service
As our name indicates, you will receive Platinum service. Time is money and we provide the highest level of service available. No 1-800 numbers to dial.
Trust
All information exchanged is confidential. We have a fiduciary obligation to act in our clients’ best interest.
Integrity
We grow our business on a referral basis only. Our name and our reputation is extremely important to our success.
Request a Call Back
Would you like to speak to one of our financial advisers over the phone? Just submit your details and Kristian Coffey will be in touch with you shortly. You can also email us if you would prefer.