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CARMEL VALLEY FINANCIAL ADVISOR

It’s your journey. Plan well with a financial advisor that serves Carmel Valley.

Complimentary consultation over the phone or virtually via Go-To-Meeting

Wealth Management

An Experienced Financial Advisor That Serves Carmel Valley

Welcome to Platt Wealth Management. We are a fee-only financial advisor who provides help in managing investments and guidance towards refined financial planning to individuals, families, and business owners. With Platt Wealth Management, you will find a personalized strategy that will help you achieve long term wealth success.

Our wealth management team will help you discover and understand all of your financial goals so that you can reach your wealth potential. You can count on our knowledgeable advisors to be there every step of the way to provide you with the support as a resident of Carmel Valley.

What does your financial future look like?

Financial Advisor Working For Carmel Valley 

Grow and Protect Your Wealth

As a trusted financial firm for Carmel Valley, we want to help you build the life you have always envisioned for yourself. Our advisors have the expertise that will help you to make smart, informed decisions regarding your financial planning and investments. These decisions will help you achieve your financial goals in a prompt and timely manner and will get you and your family to a place of financial security.

We have created a comprehensive investment management philosophy and portfolio strategy over the last 25 or so years and offer it to our clients as guidance in financial planning. The foundation of the services we provide is how we uniquely approach portfolio management. Every one of our financial advisors work to uncover new opportunities and modern investment options that they incorporate when creating personalized management plans for clients.

Access our team’s wide range of expertise to understand what the right investments are for your needs.

Financial Planning

Unique and Personalized Guidance

At Platt Wealth Management we want to help you balance creating and enjoying the life you’ve always wanted to live and supporting that lifestyle in a way that is secure and protected. We will help you understand all of the possibilities for your life by putting the pieces of financial planning together for you in one of our management plans. You make the choice to achieve those life dreams and we’ll help you get there.

Make the most of your money with personalized wealth management.

A Fee-Only Fiduciary

Advice You Can Trust

Platt Wealth Management is a fee-only fiduciary, which means we are not a fee-based, commission based, or wrap fee firm. Since we don’t work for a commission, no team member is compensated for any recommendations or trade that they may make. This leads to no conflicts of interest, which means we are able to focus on pairing you with a plan that puts you in the best position for success. That is our fiduciary promise; to always act in your best interest, not ours. We promise to provide transparent and unbiased advice when developing a personalized financial plan best suited for you.

The guidance you receive from a trusted financial advisor can have a major impact on your wealth. The advice you obtain when working with an advisor is hard to come by when you try to make financial decisions alone. It is important to have an experienced advisor who can support you and present you with an innovative financial strategy. It’s time to start looking out for yourself by working with an advisor who only has your best interest in mind.

Let a Financial Advisor Guide Your Journey

Financial planning that empowers

When you receive an inheritance, sell a business, retire, or make a significant purchase are life decisions that can provide a major financial opportunity. When you are given an opportunity like that, you must remember that there are also risks that come with it. We consider the opportunity and the risk when designing a goal-based strategy that will help you make the most out of the changes to your finances. Once you assess these parts of your financial life, you then choose a plan that can adapt to changes should there be any, but also gets you to exactly where you want to go.

About Platt Wealth Management Financial Advisors

Platt Wealth Management is a fee-only firm that gives our clients the confidence to lead their best lives by providing them with the financial expertise they need to feel financially secure. We are here to prioritize your needs, focus on your goals, and provide unique solutions for you.

How Can Platt Wealth Management Help?

  • Build an investment portfolio that will support your vision of your future
  • Provide financial planning that reflects your priorities
  • Prepare you for the retirement of your dreams
  • Provide you with trusted advice, financial guidance, and timely wealth strategies
  • Build a legacy of wealth to ensure the success of your children and grandchildren
Contact us

Please fill out the form below and we will be in contact as soon as possible.

Are you ready to discover your possibilities?

Serviced Locations

A Financial Advisor for
Carmel Valley

Our financial advisors at Platt Wealth Management work with individuals and families who live in Carmel Valley. Located in the Northwest corner of San Diego, Carmel Valley is a newer neighborhood full of character and natural beauty. It is conveniently located near all the major parts of San Diego and is a place where residents can work, live, and play. There are plenty of shopping centers, restaurants, movie theaters, and hotels within reach, so you hardly ever have to leave home. The weather is amazing throughout the year and there are plenty of open spaces, trails, and parks to explore. It’s a great place for any outdoorsy type, families, and those looking for a high-end community. At Platt Wealth Management, we’ll help you begin and continue your wealth-building journey in Carmel Valley so that you can enjoy all the beauty and fun it has to offer.

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