A complete list of active advisors currently associated with Platt Wealth Management

Warmer can help you find a great advisor at Platt Wealth Management or one who fits your needs even better.

Platt Wealth Management advises individuals — including high‑net‑worth clients — as well as corporate and retirement plan clients, providing discretionary investment management and written financial planning. Services explicitly include portfolio construction and rebalancing, investment policy statements, retirement and estate planning analysis, and ad‑hoc consulting on matters such as Social Security and insurance. The firm’s investment approach is framed by Modern Portfolio Theory, favoring strategic asset allocation and diversified exposure primarily via mutual funds with ongoing supervision and rebalancing tied to client goals and risk tolerance. PWM also facilitates access to real estate private placements and addresses retirement‑plan rollovers within a fiduciary framework, disclosing potential conflicts and the factors it considers before recommending a rollover. Notable operational features include managing roughly $390 million for about 200 clients with a small advisory team, and an explicit disclosure about semi‑annual valuations for real estate private placements — a timing convention the brochure identifies as creating potential valuation‑and‑fee timing risks. The firm also discloses the use of client testimonials in its advertising and describes receipt of institutional custodial services and support from its recommended custodian, arrangements the brochure characterizes as potential conflicts of interest.

To learn more about the advisors currently working at Platt Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.