Wealth Management

Employ the full complement of financial planning and investment management services we have to offer.

Time. Increase your most valuable asset. Delegate.

You might just want a financial plan or someone to guide and implement your investments. We are happy to offer both services with independent pricing.

In our own lives we recognize time as the most valuable and finite asset available to us. So for people and families who want to take full advantage of their most important asset, we offer complete wealth management under a pricing structure that includes both financial planning and investment management. With decades of experience in wealth management, we are ready and able to take over the daily attention needed to safeguard your wealth.

Delegate the logistics of wealth management and experience the freedom that time and confidence bring.

Retirement Planning

Are you saving enough for the retirement lifestyle you want?

Social Security

Choose the strategic timeline for you and your spouse to claim social security benefits.

Medicare

Make sense of the options and important deadlines to optimize your benefits.

Education Funding

Plan early to send your children and grandchildren to college.

Tax Strategy

Understand how the tax code impacts the longevity of your wealth.

Charitable Giving

Use your financial power to make a meaningful impact in the world.

Risk Management

Safeguard your assets with the proper insurance at key times.

Legacy Planning

Ensure a smooth transition of your wealth to your children.

Investment Management

Build a portfolio that is comfortable and right for you and your family.

Allocations

Are you taking too much financial risk? Align your allocations to your current situation.

Investment Strategies

Enjoy your life knowing you have a consistent strategy.

Custom Financial Planning

Design a plan to define your goals and re-frame the possibilities.

We would love to learn more about you.

Platt Wealth Management offers financial plans to answer your important financial questions. Where are you? Where do you want to be? How can you get there? Our four-step financial planning process is designed to be a road map to get you where you want to go while providing flexibility to adapt to changes along the route. We offer stand alone plans or full wealth management plans that include our investment management services. Give us a call today to set up a complimentary review. 619-255-9554.

Knowledgeable and expert.

 

 

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