Solana Beach Financial Advisor
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Welcome to Platt Wealth Management, a fee-only financial advisor helping Solana Beach’s small business owners, entrepreneurs, and coastal homeowners build financial plans that account for variable income and real estate-heavy net worth. With Platt Wealth Management, you’ll find a strategy built around the ups and downs of running your own business or managing a property-rich portfolio.
Our wealth management team will help you smooth out income swings and plan with confidence even when your finances don’t look like a typical paycheck-to-paycheck picture. Our advisors are here to support Solana Beach residents through every stage of that process.
As a trusted financial firm for Solana Beach’s entrepreneurs and business owners, we help you plan around variable income and self-funded retirement, since running your own business often means you don’t have the safety net of a traditional employer plan. These decisions matter more, not less, when your income doesn’t come from a predictable paycheck.
With over 25 years of experience, we have created a comprehensive investment management philosophy and portfolio strategy that we share with our clients. Our financial advisors work diligently to analyze new opportunities and modern investment options, incorporating them into plans built for business owners and self-employed households.
Platt Wealth Management helps you balance the freedom of running your own business with the discipline of planning for a future that doesn’t come with a company 401(k). For Solana Beach’s entrepreneurs, that means building retirement and savings strategies that don’t depend on someone else’s benefits package.
Once you understand how all the pieces fit together, you can make the choice that lets your business fund the life you actually want.
We are a fee-only fiduciary; meaning we are not a fee-based, commision based, or wrap fee firm. No team member is compensated based on any recommendations or trades that they may make. Without any conflicts of interest, we are able to work effectively to put you in the best position for success. Our fiduciary promise to you is to always act in your best interest. We promise to provide transparent and unbiased advice when developing a financial plan suited for you.
Good financial advice can have a major impact on your wealth. The guidance you receive from a good financial advisor may be difficult to obtain should you try to make financial decisions alone. We know that you can find information regarding these financial decisions if you look hard enough, but it is important to have an experienced advisor that can innovatively present you with the best financial strategy.
Major life decisions such as receiving an inheritance, selling a business, retirement, or making a significant purchase provide financial opportunity; but with these opportunities also comes with risks and cost. We consider every moving part of your financial life – opportunity, risk, and cost – and design goal-based strategies that can help you navigate those parts. Once you’ve assessed these parts of your financial life, you then choose the plan that gets you where you want to go but also provides flexibility should you need to adapt to any changes along the way. Start planning today with the best financial advisor in Solana Beach.
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It’s time to start planning your financial journey with a financial advisor that serves Solana Beach. Home to the Cedros Design District’s mix of galleries, boutiques, and cafes, Solana Beach also offers easy access to the sand and tide pools at Fletcher Cove and live music at the Belly Up Tavern. It’s a compact, walkable beach town with a creative, laid-back edge that sets it apart from its coastal neighbors. Running your own business shouldn’t mean guessing at retirement. Schedule a complimentary consultation with Platt Wealth Management and build a plan that works as hard as you do.
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Every financial journey begins with a single step. Whether you’re looking to grow your investments, plan for retirement, or simply gain peace of mind, we’re here to help you do all the things that are important for your financial future.
