Platt Wealth Management
Curated by SignalFinancial planning and advisory solutions empowering clients through personalized strategies.
Overview
Platt Wealth Management is a firm that offers financial planning and advisory services for individuals, families, and businesses. It operates under a fee-only fiduciary model, which is designed to provide clients with advice that is intended to be unbiased and in their best interests. The firm's services include comprehensive financial planning, retirement strategies, and guidance on social security. It utilizes tools such as predictive analytics and customizable financial planning software. Additionally, Platt Wealth Management employs secure client portals and integrated APIs to facilitate communication and data exchange in the wealth management process. The firm focuses on personalized investment management to address the specific financial goals and priorities of its clients.
Key facts
- Founded
- 2018
- Headquarters
- San Diego, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 4 products and services
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- Commercial model
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