To create your unique strategy, we will talk with you about risk and any concerns you might have about stock market ups and downs. We'll design a portfolio that grows over time, but also lets you sleep at night. At Platt Wealth Management, we empower our clients to lead their best lives by providing them with the financial expertise they need.
We help our families think through their goals, and even dreams they never thought possible. Then, we work together to put in place financial options that give them peace of mind. Platt Wealth Management is a team of experts who take the time to really get to know our clients.
We help our families think through their goals, and even dreams they never thought possible. Then, we work together to put in place financial options that give them peace of mind. Platt Wealth Management is a team of experts who take the time to really get to know our clients.
Services
The great thing about working with a smaller firm. Everyone contributes. When you need a response, it's all hands on deck. Because we are boutique size, we can prioritize your needs, focus on your goals and provide the solutions right for you. Jeff currently serves on the Board of Directors for the Lawrence Family Jewish Community Center and received its Volunteer of the Year award in 2016.
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. We often talk in our office that our mission statement should somehow include Family, Friends, Food, Fun and Flexibility.
You're unique and your situation is specific to the needs of you and your family. Each client is very different with their own set of assets, concerns and goals. We strongly believe that your investment portfolio needs to reflect your current circumstances, customized to your risk, tax situation and return objective.
Your investments are the power behind your financial goals and dreams. You want to rely on a time tested, a long term investment strategy based on science, research, and experience. Our investment philosophy draws from Nobel Prize-winning academic methods, financial industry leaders, and experienced investment managers to craft a framework of proven investment strategies.
One of the most important concerns for us is determining your portfolio asset allocation among various investments. The best asset allocation for you is one that the you will not abandon when challenging market environments occur, and they occur often. We have no preference or bias to any portfolio allocation.
Reviews (2)
Elliott Kanter
Apr 26, 2021
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Rich M.
Jun 14, 2020
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Positive: Professionalism, Quality, Responsiveness, Value
I highly recommend Platt Wealth Management. They have gone above and beyond with very personalized service. I appreciate their transparency and expertise in wealth management. We are already seeing a difference in our investments and we look forward to a very long and productive relationship with the PlattWM team.
I highly recommend Platt Wealth Management. They have gone above and beyond with very personalized service. I appreciate their transparency and expertise in wealth management. We are already seeing a difference in our investments and we look forward to a very long and productive relationship with the PlattWM team.
