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.
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.