Our Fiduciary Promise
We promise to put your interests ahead of our own and to provide transparent and straight forward fee-only services. We are an independent firm with no affiliation to a broker or parent company, so we don’t sell investment products, insurance, or annuities.
Rediscover your dreams.
Welcome to Platt Wealth Management and thank you for this chance to tell you a little about us.
We are a close, expert team of professionals who take the time to really get to know our clients. We try to ask the questions that help families think about goals and dreams they never thought possible, to give them choice and peace of mind.
Once we understand their needs and wishes we apply our full complement of wealth management services, sophisticated financial planning and disciplined investment management, to empower them to live their best lives.
We are always thinking about how we can best help our clients and improve as a company. If we can re-frame a client’s situation so they can achieve their goals and recognize what’s most important in their lives, then we have done a good day’s work.