Your Interests come First

Our Fiduciary Promise to You

Read MoreReview our financial advisor ADV

Navigating a new normal and what that means for investors.

After implementing our business continuity plan and moving to remote work, we continue to find new opportunities for our clients and our team.

Chief Investment Officer and financial advisor, Jeff Platt, JD, CFA, CFP® talks about how Platt Wealth Management is operating during Covid-19 shelter in place orders, investing in a down market and what’s most important for investors at this time.

 

Financial strategies based on your values.

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 holistic financial planning involve?

 

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 tools 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 Tailored 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.

Operating in a Covid 19 Summer

We at Platt Wealth Management hope that you enjoyed a safe and sane Fourth of July weekend. The dog days of summer are indeed upon us, and we thought it might be a good time to address some of the uncertainty that many of our clients and others are experiencing....

Prevent Social Media Overwhelm

It’s easy to get lost in the rabbit hole of social media. Especially when we’re still practicing social distancing and businesses aren’t all open yet. You think you’re going to get caught up with some friends from high school. Next thing you know, you’re arguing about...

Financial Decision-Making Under Uncertainty

As we discussed earlier (in the post about being productive while working from home), we’re all under a cloud of uncertainty. It’s not clear when people will start going back to work in the office. Or even if that will happen, since many employees likely will be...

Staying Productive While Working From Home

With so many people working remotely, being productive can sometimes be a challenge. Creating an office-like environment is a good start. Try to separate your business space from your personal space as much as you can. Read on for more tips on productivity while...

Men’s Health: Live Longer With These Health Screenings

This week is Men’s Health Week, leading up to Father’s Day on June 21st. Men tend not to go to the doctor for routine exams as often as women do, but it’s vital for them to catch potential health issues quickly. Poor health and health costs are the number one concern...

What Do New Parents Need To Know About Estate Planning?

A new baby can bring so much joy to parents and their families. In this season of new life, a million things are probably racing through your mind every second. Between baby showers, putting the finishing touches on the nursery, and stocking up on diapers and...

We would love to explore your possibilities with you.

In addition to our fee-only investment management services, Platt Wealth Management offers financial plans to answer your important financial questions. How close are you now to your goals and dreams? Where do you want to go? How can you get there?

Our four-step financial planning process is designed to be a road map to get you to your destination(s), while providing flexibility to adapt to changes along the route.

We offer stand-alone plans, or our full wealth management program that includes our investment management services. Give us a call today to set up a complimentary review at 619-255-9554.

Knowledgeable and expert.

 

 

Login

[ultimatemember form_id=”1899″]

×