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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.

Why You Should Rethink Using Your Retirement Savings for Anything OTHER Than Retirement OR Should You Use Your Retirement Savings to Pay for College, Fund a Down Payment, Start a Business, or…Anything Else???

As the years go by and your paychecks keep coming in, you diligently save for retirement, even benefiting from your employer's match. Every now and then, you check your account statement, and that growing nest egg sure looks impressive!   So, when it's time to...

How to Pay Fewer Taxes on Retirement Account Withdrawals

Where there is income, there will be tax. So, it’s no surprise that building a successful retirement income plan will have a lot to do with how much tax you will pay on your account withdrawals.   In all honesty, planning for the “money-out” phase of retirement...

Top # Medicare Planning Mistakes and How to Avoid Them: A Guide for High-Net-Worth Clients

Linda had always been the picture of health. She ate well, exercised regularly, and never had any major health issues. So when she retired at the age of 65, she didn't think much about long-term care. After all, why would she need it?   For the first few years of...

How to Make a Last-Minute IRA Contribution for the 2022 Tax Year

It's a new year, and the book has closed on 2022. But, those still looking for a way to reduce their 2022 tax bill and accelerate their retirement savings have a planning opportunity available, which is to make an individual retirement account (IRA) contribution...

Didn’t Prepare for Your Taxes Very Well Last Year? Here’s What to Do Now

Taxes are no fun. In fact, they might join root canals at the top of the list of “least favorite things to do with your time,” which is why many folks tend to wait until the last minute to deal with tax-prep related responsibilities.   While it feels great just...

Beyond the 401K: Where High Earners Should Invest to Save for Retirement

  At the heart of it, saving for retirement isn’t terribly complicated. You know you need to max out your employer-sponsored 401K so you can receive your employer match and allow your investments the opportunity to grow tax-free. This is undoubtedly the best...

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