Celebrating Our Team We're thrilled to announce two impressive achievements within our team this quarter! These achievements represent exciting new chapters in their professional journeys. We are fortunate to have them on our team.Congratulations to Kim on her...

At Platt Wealth Management you can expect to partner with expert financial advisors who offer a unique and personal approach to wealth management. You deserve smart strategies built specifically for your individual needs and a financial advisor who takes the time to...

Economic Analysis by Jeff Platt and Kai Kramer   You may have been watching the news and wondering about the recent market turbulence. We see several main factors affecting markets at this time: Unemployment rate increased from 4.1% to 4.3% in July Jobs growth...

Many of your have heard of the popular 529 savings plans that custodians can set up to fund their child or grandchild’s college education. Earlier this year, you likely also heard about the SECURE 2.0 Act which brought down some of the biggest changes to retirement...