Platt Wealth Management
Platt Wealth Management is an independent, fee-only wealth management firm providing financial planning and investment management services.
Our mission is to inspire and empower clients by providing custom financial planning and personalized investment management. Our vision is to make a lasting, positive impact in the lives of our clients.
We are a close, expert team of professionals who take the time to really get to know our clients. We try to ask the questions that help families think about goals and dreams they never thought possible, to give them choice and peace of mind.
Once we understand their needs and wishes we apply our full complement of wealth management services, sophisticated financial planning and disciplined investment management, to empower them to live their best lives.
We are always thinking about how we can best help our clients and improve as a company. If we can re-frame a client's situation so they can achieve their goals and recognize what's most important in their lives, then we have done a good day's work.
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identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.