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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 holistic 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.

Impact of New Tax Laws on Your Financial Planning

For many Americans, taxes are an essential consideration in their financial planning. As they should be! Because the tax code changes frequently, it’s critical to pay close attention to how they could impact your bottom line. ­­­­­­­­­   Although Congress hasn’t...

How Much Should I Have Saved for Retirement by Age 55

“Am I on track to meeting my retirement goal?” That’s a burning question for many Americans, especially those whose retirement date is coming into view. For those nearing age 55, considered to be the start of the final glide path to retirement, it’s a critical...

How to Increase Revenue in Your Business (without New Sales)

For most businesses, one of the overarching objectives is to increase profits, which can lead to business growth—and more profits. That invariably requires strategies to increase revenues, lower costs, or both. For many businesses, growth strategies tend to focus on...

How to Get Started with Environmental, Social and Governance (ESG) Investing

As of 2022, there were $8.4 trillion in sustainable investing assets. Investors from all walks of life leverage sustainable investments as part of their wealth management plan. If you’re someone whose life decisions are often driven by how your choices impact the...

How Long Will $1M Last in Retirement?

Back in the day, $1 million dollars used to sound like enough to retire on. In fact, over time, this number became a popularized ideal in mainstream culture as the target number to hit.  While targeting $1 million to retire comfortably might sound like enough for some...

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...

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Knowledgeable and expert.



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