Platt Wealth Management proudly serves individuals and families in San Diego and beyond, offering a deeply personalized approach to financial success.
Knowledge & Expertise
Our Philosophy
We believe wealth management is more than just your finances. It’s about your vision for the future. At Platt Wealth Management, we turn your dreams into actionable plans with customized strategies that reflect your unique goals, values, and lifestyle.
A strong financial plan lays the foundation for a secure and fulfilling future. At Platt Wealth Management, we take a holistic approach that accounts for all aspects of your financial life, aligning strategies with your aspirations and values.
Our investment strategies are grounded in discipline, research, and a long-term perspective. We work closely with you to understand your goals, risk tolerance, and time horizon, crafting a portfolio that reflects your unique needs.
Whether you’re approaching retirement or already enjoying it, Platt Wealth Management provides the guidance and structure needed to maximize your income, minimize taxes, and preserve your legacy.
Proactive tax planning is key to preserving and growing your wealth. Our forward-thinking strategies help reduce your tax burden both now and in the future, aligning with your broader financial goals.
Our team is composed of experienced professionals who are passionate about helping clients make informed financial decisions. We pride ourselves on our collaborative, client-first culture and decades of combined industry knowledge. We actively encourage diverse perspectives to ensure innovative solutions and well-rounded advice for every client.
Our personalized service model is built around our clients. From the first consultation to ongoing strategy adjustments, we ensure every recommendation aligns with your vision for the future.
We start with a conversation, not a pitch. We listen to your financial concerns, family goals, and vision for retirement to see if we are the right fit.
We analyze your full financial picture, including taxes, estate plans, and insurance, to build a comprehensive roadmap that safeguards your wealth.
We design a custom portfolio based on your risk tolerance and time horizon, utilizing data-driven asset allocation to maximize returns while managing volatility.
We handle all the heavy lifting: opening accounts, transferring assets, and rebalancing your portfolio to align strictly with your approved plan.
Life changes, and so do markets. We meet regularly to review performance and adjust your strategy to keep you on track toward your milestones.
True wealth management requires more than just investment tips. Our team brings together the industry’s most rigorous designations—combining the strategic planning of CFPs® with the legal insight of JDs and the analytical power of CFAs to ensure every angle of your financial life is covered.
Expert Certifications
At Platt Wealth Management, our clients are more than just account holders. They are our partners in a shared journey toward financial success.
Yes. As a fiduciary, we are legally and ethically bound to act in your best interest at all times. We do not sell proprietary products or earn commissions that could create a conflict of interest. Our only goal is to help you achieve your goals.
Absolutely. While we build robust investment portfolios, that is just one piece of the puzzle. Our holistic approach includes retirement income planning, proactive tax strategies, estate planning coordination, and risk management. We look at your entire financial life to ensure every dollar is working toward your vision.
We work best with individuals and families who value a long-term partnership over quick stock tips. Our clients are typically nearing retirement, already retired, or business owners looking to preserve their wealth and leave a lasting legacy. They seek professional guidance to navigate complex financial decisions so they can focus on living their lives.
The minimum asset level is $500,000 for investment management services.
There is no minimum asset level for financial planning.
Fees for financial planning usually range from $3,000 to $5,000, depending on the complexity of the client’s situation.
Asset management fees start at 0.90% and tier down to 0.30%
ACCOUNT VALUE QUARTERLY FEE (as a % of Account Value)
First $2,000,000 0.2250% (0.90% per year)
Next $1,500,000 0.2000% (0.80% per year)
Next $1,500,000 0.1750% (0.70% per year)
Next $5,000,000 0.1500% (0.60% per year)
Next $5,000,000 0.1250% (0.50% per year)
Over $15,000,000 0.0750% (0.30% per year)
We simply sit down to get to know you, understand your current financial situation, and discuss your goals for the future. It’s an opportunity for you to ask questions and see if our team is the right fit for your family, without any obligation or pressure.
While we are proud to be a local San Diego firm and love meeting with our neighbors face-to-face, we serve clients across the country. Through secure video conferencing and digital tools, we provide the same high-touch, personalized service to our clients regardless of where life takes them
Every financial journey begins with a single step. Whether you’re looking to grow your investments, plan for retirement, or simply gain peace of mind, we’re here to help you do all the things that are important for your financial future.
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