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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?

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 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.

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.

 

Is Your Estate Planning Up-to-Date?

It’s no secret that many Americans put off creating a will — even those who need it most. But one milestone event often triggers a shift in mindset: the arrival of a child or grandchild. Usually, it hits people right before they get on a plane for the first time...

Why it’s Smart to Start a 529 Education Savings Plan

Saving for your child’s future education costs can be one of the most important decisions for parents. The price of tuition alone is staggering, with new increases each year. Imagine being a new parent and what education costs will be in eighteen years when your child...

Estate Planning: Probate and Trusts

In our last article on estate planning, we explained why estate planning is essential and discussed the basics of wills and powers of attorney. You probably know you want to avoid probate, but you might not know precisely why.. Probate This process proves a decedent’s...

Paycheck Protection Program Update

The U.S. government has extended The Paycheck Protection Program (PPP). Here’s a brief overview of what you need to know.  Paycheck Program Basics Authorized by the CARES Act and administered by the Small Business Administration, the PPP helps employers cover the cost...

4 Ways to Simplify Your Business and Finances

It seems like so many of us tend to over complicate things, whether in finances or life or business. As we move through life, we accumulate more, and we get entrenched in routines that no longer serve us. However, keeping things simple is essential at any stage of...

Why Having a Financial Advisor Team is Important

With the advent of online trading platforms and information available for free on the Internet, many investors have decided to take a do-it-yourself approach to manage their money. Managing your portfolio is perfectly fine, especially those who are just starting, have...

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.

 

 

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