Platte West Wealth Management, LLC

Platte West Wealth Management serves individuals, high‑net‑worth clients, trusts, estates and business entities, and specifically notes work with corporate clients and pension or profit‑sharing plans. The firm provides fee‑based financial planning and discretionary investment management, and when appropriate offers insurance products such as life insurance and annuities.

Client engagements begin with an investor questionnaire and result in a tailored written financial plan that informs asset allocation and portfolio management; accounts are reviewed with clients at least quarterly and monitored internally on a weekly basis. Investment implementation can include mutual funds, ETFs, stocks, bonds, CDs and annuities, and the firm uses charting, fundamental and technical analysis with both long‑ and short‑term strategies.

Noteworthy features include an affiliation with a CPA practice that provides tax and accounting services and a licensed insurance capability that may generate commission compensation for insurance and annuity sales—conflicts the firm discloses and addresses. The firm also highlights experience working with business succession and mergers and acquisitions for corporate clients, notes historical management of very large client funds, and reports placing annuity accounts with providers such as Pacific Life, Nationwide and Lincoln Financial.