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.
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.
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.
