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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.


How Market Cycles Can Impact Retirement

Markets go up. Markets go down. But no one can predict when, how, why, or for how long. Ups and downs are par for the investing course, but market cycles can have a greater impact on those nearing or in retirement than those in their accumulation years. That’s because...

Is the 60/40 Portfolio Allocation too Risky Now?

For over seven decades, the 60/40 portfolio allocation has been the stalwart strategy of retirement planners with a high degree of success until recently. More recently, the tried and true portfolio mix has come under pressure, mounting uncharacteristic losses that...

How Rising Interest Rates Could Impact Your Finances

As expected, the Federal Reserve is holding firm to its policy of hiking short-term rates in an effort to cool inflationary pressures. Generally, these small, incremental rate increases don’t immediately impact consumers. The fed rate is the rate the Treasury charges...

Protect Your Inheritance. Enhance Your Life.

Whether it is expected or unforeseen, receiving an inheritance can be life-changing. Regrettably, it’s not always in a good way. That’s because the reality is that many folks struggle to preserve what they’ve inherited in such a way that enhances their life over both...

The True Cost of Scaling Your Business

Growth is essential for a business. Not only is it a critical measure of success, but it’s also vital to a business’s survival. Businesses that are not constantly striving for growth risk being overrun by competition or becoming irrelevant in the face of changing...

Inflation: Trouble for the Economy?

Of all the fears investors have faced over the past 30 years, high inflation wasn’t among them. In 2021, that’s changed. Today, the biggest questions for investors revolve around inflation: How high will it go and how long will it last? Is it “transitory” as the...

We would love to learn more about you.

Knowledgeable and expert.



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