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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.

Does Covid-19 have you nervous about your finances?

We’d like to help. 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, LLM, 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.

 

Top 3 Reasons You Should Stay Invested During These Volatile Markets

Investing is one of those endeavors that requires a lot of trust—trust in the long-term return potential of the markets, trust in yourself if you are a DIY investor, or trust in your financial advisor if they manage your investments. Trust is easy to come by in a bull...

How to Test Run Your Retirement Plan (for Greater Success and Fulfillment Later in Life)

Sometimes long vacations can seem like a test run for retirement. Long walks on the beach. Endless rounds of golf. All the umbrella drinks you want. But there’s more to retirement than just all the cliches of tropical relaxation.   You are going to have plenty of...

How to Take Advantage of the Inflation Reduction Act

Have you considered switching to a more energy-efficient vehicle or perhaps adding solar panels to your home? How about a new water heater? With inflation on the rise, you may have been holding off on some of these larger purchases, but the government incentives...

Reinventing Yourself in Retirement

Typically, when you start thinking about or talking about retirement, the main topic of conversation is about money. But the whole idea of retirement is to get to enjoy the rest of your years however you want!   Before and during your working years, you likely...

What is Step-Up Basis? And What Does It Mean to You?

Do you imagine leaving a significant amount of wealth to your heirs? What about receiving a large inheritance? If either of these circumstances is in your future, you’ll want to understand the step-up in basis and how it could affect what you’re leaving as your legacy...

5 Tips to Stay Calm During a Market Downturn

Is the economy slowing down? How will rising interest rates impact my finances? Is a recession around the corner? Scroll through any newsfeed and you’ll hear these unsettling questions. And while the headlines can be alarming, we remind our clients of the benefits of...

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