Schedule your appointment 619.255.9554

Legacy Planning

Plan for the best way to pass on your wealth to your children, grandchildren or important charitable causes.

When you have enough assets to meet your retirement goals, the focus turns to transferring wealth to the next generation. There are mechanical concerns, like how to title accounts, but there are also emotional and behavioral complexities that can impact your decisions.

  • What’s the most tax efficient way to pass my assets to my family?
  • How much is too much to give to my kids?
  • How can I prepare them for their inheritance?
  • Should I be making gifts now?
  • How can we structure our assets to minimize potential estate tax?

Our Fiduciary Promise

We promise to put your interests ahead of our own and to provide transparent and straight forward fee-only services. We are an independent firm with no affiliation to a broker or parent company, so we don’t sell investment products, insurance, or annuities. 

Personalized Investments

Build the portfolio that is
comfortable and right for you and your family. Determine your unique profile.

Custom Financial Planning

Design a plan to define your goals and re-frame the possibilities. Give us a chance to lead you beyond your dreams.

Wealth Management

Get the best advice and options at each financial milestone in your life. Build a legacy of good financial decisions and sound investment management.

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.




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