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Financial strategies based on your goals.

Understanding your priorities

 

What is your biggest concern? What are your priorities, your goals? Let us help you explore your financial possibilities. We’ll talk together to get a sense of what is important for you and your family.

What does comprehensive financial planning involve?

Plan for your financial milestones.

 

Creating your financial strategy

 

To create your unique strategy, we will talk with you about risk and any concerns you might have about stock market ups and downs. We’ll design a portfolio that grows over time, but also lets you sleep at night.

Learn more about our investment approach.

Begin a conversation about risk.

Investment management

Rediscovering your dreams

 

At Platt Wealth Management, we empower our clients to lead their best lives by providing them with the financial expertise they need.

We help our families think through their goals, and even dreams they never thought possible. Then, we work together to put in place financial options that give them peace of mind.

Platt Wealth Management is a team of experts who take the time to really get to know our clients. Once we understand their needs and wishes, we apply our full complement of wealth management services, sophisticated financial planning and disciplined investment management.

Financial Strategies Customized to Your Needs

Discover the stories of our clients. Find out how we worked with them to create wealth plans that fit their lifestyles and goals.

2025 1st Quarter Investment Management

Celebrating Our Team We're thrilled to announce two impressive achievements within our team this quarter! These achievements represent exciting new chapters in their professional journeys. We are fortunate to have them on our team.Congratulations to Kim on her...

Best Financial Advisors in San Diego

At Platt Wealth Management you can expect to partner with expert financial advisors who offer a unique and personal approach to wealth management. You deserve smart strategies built specifically for your individual needs and a financial advisor who takes the time to...

2024 4th Quarter Investment Management

Stocks: Long term Investors Come out on Top It has been a wonderful two-year stretch for U.S. stocks. The S&P 500 index just delivered the best two-year calendar stretch since 1998. The index returned 25.02% in 2024, following a 26.29% advance in 2023. The key is...

Staying Invested During Volatile Markets

Economic Analysis by Jeff Platt and Kai Kramer   You may have been watching the news and wondering about the recent market turbulence. We see several main factors affecting markets at this time: Unemployment rate increased from 4.1% to 4.3% in July Jobs growth...

Does the SECURE 2.0 Act Make 529s More Attractive?

Many of your have heard of the popular 529 savings plans that custodians can set up to fund their child or grandchild’s college education. Earlier this year, you likely also heard about the SECURE 2.0 Act which brought down some of the biggest changes to retirement...

Your Ultimate Guide to Dividend Investing

The best any expert can say about the stock market right now is that future returns will be uncertain, and volatility may be the new normal. Although there are slivers of light shining on some parts of the economy, many storm clouds darken the near to...

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