Who We Are
We are a team of deeply experienced professionals dedicated to the financial well being of the individuals and families we work for.
We offer a full range of wealth management services for individuals, families, and businesses.
Thank you for taking the time to visit our website and learn about us.
We often talk in our office that our mission statement should somehow include Family, Friends, Food, Fun and Flexibility. Time and time again when we meet with our clients we all end up talking about one or more of these. That’s where all the important stories seem to start or end.
We would love to have a chance to listen to your story, hear your concerns and goals, and answer any other questions you may have.
To inspire and empower clients by providing custom financial planning and personalized investment management.
To make a lasting, positive impact in the lives of our clients.
We are committed to finding the right solutions for our clients and expanding our understanding of best practices for wealth management.
Founder and CEO
Jeffrey Platt, JD, CFA, CFP® is the founding principal and CEO of Platt Wealth Management. He graduated from the University of California, Los Angeles, with a Bachelor of Arts degree in Political Science.
Director of Financial Planning
Tracy Burgett is the Director of Financial Planning for Platt Wealth Management, where she creates customized financial plans and works with clients on tax, charitable, and estate planning strategies.
Director of Operations
Angela Melfi is the Director of Operations for Platt Wealth Management, where she oversees marketing, compliance, technology, human resources and business operations.
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.
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.