Dream. Plan. Do.

Good financial decisions feel good.
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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.

Personalized Investments

Build the portfolio that is
comfortable and right for you and your family. Determine your unique profile.

Custom Financial Planning

Design a plan to define your goals and re-frame the possibilities. Give us a chance to lead you beyond your dreams.

Wealth Management

Get the best advice and options at each financial milestone in your life. Build a legacy of good financial decisions and sound investment management.

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.

We invite you to learn about who we are and what we believe in.

We would love to learn more about you.

Platt Wealth Management offers financial plans to answer your important financial questions. Where are you? Where do you want to be? How can you get there? Our four-step financial planning process is designed to be a road map to get you where you want to go while providing flexibility to adapt to changes along the route. We offer stand alone plans or full wealth management plans that include our investment management services. Give us a call today to set up a complimentary review. 619-255-9554.

Knowledgeable and expert.

 

 

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