Knowledge and expertise
Platt Wealth Management proudly serves individuals and families in San Diego and beyond, offering a deeply personalized approach to financial success. Our clients rely on us not only for expert advice but also for the confidence that comes with a long-term partnership rooted in trust, strategy, and results.
We believe wealth management is more than just your finances. It’s about your vision for the future. At Platt Wealth Management, we turn your dreams into actionable plans with customized strategies that reflect your unique goals, values, and lifestyle.
Comprehensive Wealth Management Services
We offer an integrated suite of services tailored to meet the diverse financial needs of our clients. Whether you’re planning for retirement, managing complex investments, or preserving wealth for the next generation, our team is here to guide you every step of the way with personalized investment advisory services and comprehensive financial planning.
Our core services include:
Financial Planning
A strong financial plan lays the foundation for a secure and fulfilling future. At Platt Wealth Management, we take a holistic approach that accounts for all aspects of your financial life, aligning strategies with your aspirations and values.
Our financial planning services include:
- Retirement planning
- Estate planning strategies
- Education funding strategies
- Cash flow and budgeting
- Risk management and insurance review
- Legacy and charitable planning
Let us help you chart your course toward long-term financial stability. Learn more about our approach to financial planning.
Investment Management Strategies
Our investment strategies are grounded in discipline, research, and a long-term perspective. We work closely with you to understand your goals, risk tolerance, and time horizon, crafting a portfolio that reflects your unique needs.
Our investment philosophy includes:
- Long-term, goal-focused investing
- Diversification to manage risk
- Tax-efficient investment strategies
- Evidence-based decision-making
- Periodic portfolio rebalancing
Backed by decades of experience, our team continuously monitors market trends and adapts strategies as needed. Discover how we manage investments.
Retirement Planning
Whether you’re approaching retirement or already enjoying it, Platt Wealth Management provides the guidance and structure needed to maximize your income, minimize taxes, and preserve your legacy.
We serve individuals and families across San Diego with tailored retirement strategies that address multi-generational wealth transfer, Social Security optimization, pension decisions, healthcare costs, and sustainable withdrawal strategies. Our goal is to help you enjoy retirement on your terms, with confidence and clarity. Let’s talk about our approach to retirement planning.
Tax Planning
Proactive tax planning is key to preserving and growing your wealth. Our forward-thinking strategies help reduce your tax burden both now and in the future, aligning with your broader financial goals.
We collaborate with your CPA and other advisors to develop a cohesive tax strategy that includes:
- Tax-loss harvesting
- Charitable giving
- Roth conversions
- Account tax optimization
- Family Gifting Strategies
Explore our tax planning services.Our experts help you protect your wealth from unnecessary taxes and optimize your tax situation.
Why Choose Platt Wealth Management
At Platt Wealth Management, our clients are more than just account holders. They are our partners in a shared journey toward financial success. Here’s how we stand out:
Certifications and Education
- CFP® professionals with fiduciary responsibility
- Fee-only, independent advisory firm
- NAPFA-registered
- Chartered Financial Analyst (CFA) designation
- Trusted Charitable Advisor (TCA)
- JD
- LLM
Team Experience Metrics
- Nearly 30 years serving San Diego families
- $350+ million in assets under management
- 98% client retention rate
When you work with Platt Wealth Management, you’re choosing a team that always puts your interests first, so you can enjoy peace of mind throughout every stage of your financial journey.
Our Expert Wealth Management Team
Our team is composed of experienced professionals who are passionate about helping clients make informed financial decisions. We pride ourselves on our collaborative, client-first culture and decades of combined industry knowledge. We actively encourage diverse perspectives to ensure innovative solutions and well-rounded advice for every client.
Each of our financial advisors contributes unique strengths, credentials, and perspectives to our practice. As trusted investment professionals, we are committed to delivering guidance that aligns with your goals and values. Meet our team of experts and learn more about the people who guide your financial journey.
Our Client-Centered Approach
Our personalized service model is built around our clients. From the first consultation to ongoing strategy adjustments, we ensure every recommendation aligns with your vision for the future.
Our client journey includes:
- Complimentary Consultation
- Personalized Planning
- Investment Strategy Development
- Implementation
- Regular Reviews and Adjustments
We listen, plan, and adapt, always putting your interests first. We take all our clients’ dreams and plans seriously, so they can reach their goals through partnerships that help them grow.
Take the First Step Toward Financial Confidence
Every financial journey begins with a single step. Whether you’re looking to grow your investments, plan for retirement, or simply gain peace of mind, we’re here to help you do all the things that are important for your financial future. Contact us today. Let’s talk about how we can help you Dream big, Plan wisely, and Do the life you envision.