Contact Us
We look forward to speaking with you about your financial plans and investments. We are currently meeting over the phone or virtually via Go-to-Meeting.
info@plattwm.com
Phone
619.255.9554
Office Address
3838 Camino del Rio North, Ste 365
San Diego, CA 92108
Office Address
3838 Camino
Del Rio North,
Ste 365
San Diego,
CA 92108
Visit Us
Monday-Friday: 9:00 am – 4: 30 pm
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.
We would love to learn more about 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.
