At Platt Wealth Management, we are a team of experts dedicated to empowering our clients to lead their best lives by providing them with the financial expertise they need. We believe in taking the time to truly get to know our clients, understanding their needs and wishes, and applying our full complement of wealth management services, sophisticated financial planning, and disciplined investment management to put in place financial options that give them peace of mind.
Our Philosophy
Our philosophy is centered around understanding that every individual is unique with their own set of financial goals, priorities, and concerns. We believe that every client deserves a personalized approach to financial planning, one that takes into account their unique circumstances, values, and goals. We strive to create a collaborative and transparent partnership with our clients, working closely with them to understand their financial aspirations and develop a tailored plan designed to achieve their financial objectives.
Our Services
Our comprehensive range of services includes but is not limited to:
- Financial Planning: We help our clients define and achieve their financial goals through a tailored plan that takes into account their income, expenses, assets, and liabilities.
- Investment Management: Our disciplined investment approach is designed to help our clients grow their wealth over time, while also managing risk and providing peace of mind.
- Retirement Planning: We help our clients prepare for the retirement they deserve, by creating a customized plan that takes into account their income needs, expenses, and assets.
- Tax Planning: Our expertise in tax planning helps our clients minimize their tax liability, while also ensuring they are in compliance with all applicable tax laws and regulations.
- Estate Planning: We help our clients preserve their wealth for future generations by creating a comprehensive estate plan that includes wills, trusts, and other essential documents.
- Social Security Planning: Our expertise in social security planning helps our clients maximize their social security benefits, ensuring they receive the maximum possible benefits.
- Medicare Planning: We help our clients navigate the complex world of Medicare, ensuring they have access to the medical care they need while also minimizing their out-of-pocket expenses.
Meet Our Team
At Platt Wealth Management, we pride ourselves on being a small team with a big reach. With our boutique size, we are able to prioritize our clients' needs, focus on their goals, and provide the solutions right for them. Our team consists of experienced professionals who are dedicated to delivering exceptional service and expertise to our clients.
Schedule a Complimentary Consultation
We would love to learn more about you and discuss how we can help you achieve your financial goals. Please don't hesitate to contact us to schedule a complimentary consultation with our founder and chief investment officer, Jeff Platt.
Overall Impression
Elliott Kanter and Rich M. both gave 5-star ratings to Platt Wealth Management, indicating their high level of satisfaction with the services provided. They shared their positive experiences working with the team, highlighting the personalized service, transparency, expertise, and great results.
Key Strengths
- Personalized Service: Both reviewers praised the personalized attention and service they received from Platt Wealth Management.
- Transparency: Rich M. specifically appreciated the team's transparency in their approach to wealth management.
- Expertise: Rich M. also praised the team's expertise in the field of wealth management.
- Great Results: Elliott Kanter mentioned that even during difficult times, the team has consistently delivered great results.
Trust and Loyalty
Both reviewers mentioned that they have been with Platt Wealth Management for a long time, with Elliott Kanter stating that his family has been with Jeff (presumably the leader of the team) for 30 years. This suggests that the team has earned their trust and loyalty.
