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How We’ve Helped Our Clients

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

Rediscover 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.

Our mission is to determine how we can best help our clients and improve as a company. If we re-frame a client’s situation so they can achieve their goals and recognize what’s most important in their lives, then we know we’ve done a good day’s work

Our Fiduciary Promise

As a fiduciary advisory firm, we promise to put your interests ahead of our own at all times. We provide transparent and straight forward fee-only services. As we are independent with no affiliation to a broker or parent company, we don’t sell wrap products, insurance, or annuities.

3 Ways A Financial Advisor Can Transform Your Business

A business financial advisor can help you avoid costly mistakes and maximize your business returns. How can a business financial advisor do this? Business professionals live busy (occasionally hectic) lives consisting of hundreds of meetings, client requests, sales...

Why Both Spouses Should Attend the Financial Planning Meetings

Financial planning meetings are opportunities for both spouses to ask questions and confirm their financial plan. During a marriage, many of the household tasks are divided. Finances tend to be one of these tasks. One person takes care of them, and the other pays...

Tax Deadlines and Valentine’s Day Tips

We put together a quick honey-do and tips list for February tax and romance deadlines. It may seem contrary to think of Valentines Day and Tax Day at the same time, but for financial planners, it makes perfect sense. Whether you are single or together with someone,...

Financial Planning and Investing for Women

We've put together some ideas for women to get comfortable talking about financial planning and investing. This is the first article in a series on Women Investors. Women face many unique challenges when it comes to personal finance and investing. One big challenge is...

6 Planning Tips for Getting Paid With Equity

For those who are compensated partially or mostly in equity - as opposed to simply earning a salary - it’s important to plan for vesting, exercise, and sale. The tax code regarding equity compensation is fairly complex. Which means stock options provide opportunities...

Personalized Investments

Find your unique risk profile. Use it to build a portfolio that grows over time, but also lets you sleep at night.

Custom Financial Planning

Let us help you explore your financial possibilities. We’ll work together to design a financial plan customized for you and your family.

Wealth Management

Get the best advice and options at each financial milestone you encounter. Build a lifetime of sound investment management, combined with a financial plan that will help you reach your goals.

Learn more about who we are and how we make a difference for our clients.

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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