Platt is president of Perpetual Wealth, Inc., which has a long-standing tradition of helping clients with the accumulation and retention of wealth. We strive to do this by developing tax-intelligent financial strategies based upon our client’s specific needs and objectives. Our emphasis is on cross-disciplinary wealth management and income distribution planning for “middle class millionaires” and
their families. Our clientele include owners of privately held companies, professionals, and other affluent individuals. He attended Georgetown University where he earned a Bachelor of Science in Business Administration and subsequently earned his Juris Doctor (JD) from the University of Baltimore School of Law, and was admitted to the Maryland State Bar. He has earned additional professional certifications and designations including Chartered Life Underwriter (CLU) from The American College. He has conducted seminars for lawyers, accountants, and stockbrokers on various financial planning issues. In addition, he is a nationally published author and has been quoted as a financial specialist. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. www.finra.org
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