Schedule your appointment 619.255.9554

Be Empowered: Why Women Should Learn About Finances

Consider this scenario of a couple. Jane is a successful surgeon who makes good money. Her husband, John, comes from an affluent family and has considerable wealth to his name, but all of it is held in a trust. The couple, for many years, lives off Jane’s salary...

Retirement Account Tax Changes for 2021

Every year brings new tax rules and updates, so it's important to take a quick look at retirement tax changes for 2021. Find out about possible tax increases. Manage your tax liability by using your retirement accounts and other tax deductions.  Tax Changes for...

Should I be worried about inflation?

Many investors want to know if there are good reasons now to be worried about inflation. Inflation, which is the trend of prices over time to rise, hasn’t reared its ugly head too much so far in the 21st century. In fact, during the coronavirus pandemic, some sectors...

Should I Invest in Private Equity?

In recent years, the private equity sector has attracted a lot of attention, especially from high net worth investors asking, “Should I invest in private equity?” These investments are in private, non-publicly traded companies, so many investors in mutual funds and...

Messenger RNA Technology a Silver Lining

Many of us have been in lockdown for more than a year. We’ve canceled vacations, restaurant visits, and in-person schooling. More than 500,000 of our loved ones across the country have passed away. Is there a COVID pandemic silver lining? It turns out there is. The...

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.

Knowledgeable and expert.




[ultimatemember form_id=”1899″]