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.

Hello and

thank you.

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. 

Our Mission

To inspire and empower clients by providing custom financial planning and personalized investment management.

Our Vision

To make a lasting, positive impact in the lives of our clients.

Our Team

We are committed to finding the right solutions for our clients and expanding our understanding of best practices for wealth management.

Jeff Platt

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.

Tracy Burgett

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.

Angela Melfi

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. 

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.

Knowledgeable and expert.

 

 

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