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Platt Wealth Management

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San Diego, CA
Platt Wealth Management

Live your dreams and achieve your goals by implementing the best financial solutions for you and your family. We offer both in-person and virtual meetings.

Please contact us for a complimentary portfolio review and consultation.

11/05/2025

October brought major shifts across the financial landscape — from a pivotal Fed rate cut to renewed strength in the tech sector. Despite data delays from the government shutdown, markets still posted solid gains, and investors continued to navigate evolving outlooks on inflation and employment.

Swipe through for key takeaways and timely guidance.

As always, don't hesitate to give us a call if you have any questions about your portfolio or these developments. We're here to help.

11/03/2025

As 2025 winds down, now is the time to take proactive steps to help set you up for financial success in the new year. Swipe through for a few actions to consider before December 31st.

Have questions about any of these year-end strategies? Give us a call. We’re here to help you finish strong and start 2026 with confidence.

10/31/2025

Happy Halloween!

Whether you're carving pumpkins, dressing up, or enjoying time with friends, we hope your Halloween is full of fun — and free of tricks.

Stay safe and have a spook-tacular celebration! 🎃

10/29/2025

Spotted in the wild, our Founder and CIO, Jeff Platt, and his daughter, Cianna, at the World Series today! ⚾

10/27/2025

As Halloween nears, it’s the perfect time to bust a few financial myths that have haunted portfolios for years. Swipe through to separate facts from fiction.

Wondering if something you heard is a sound tip or just another scary story? Reach out to us. We’re here to help you navigate your investment journey with confidence.

10/16/2025

In honor of National Financial Planning Month, now is the perfect time to evaluate and refine your financial strategy. Whether you want to grow, protect, or pass on your wealth, here are some key financial planning steps for high-net-worth individuals to consider.

Would you like to get started on any of these strategies? Reach out to our team for personalized guidance today!

10/14/2025

October is National Financial Planning Month — the perfect time to empower the next generation with reliable guidance for a strong financial future. Swipe through for actionable strategies for those who are just starting out.

Remember, it’s never too early (or too late) to put these strategies into practice. Know someone who would be interested in additional financial guidance? Share this post with them, or reach out to us anytime.

10/08/2025

In light of National Savings Day, we're sharing a few strategies to evaluate your savings habits and explore practical steps that could support your financial goals, even in an uncertain economy.💰

Savings strategies are not one-size-fits-all, but with the right plan, you can work toward greater financial flexibility. Contact us to discuss financial approaches that fit your goals.

10/03/2025

On October 1st, the U.S. government entered a partial shutdown. Many are wondering what this means and what financial impacts Americans might experience. Swipe through for a quick overview.

If you have questions about how this may affect your financial plans or simply want to talk through your investment strategy, please don’t hesitate to give us a call. We are here to help.

10/02/2025

September was an active month for the markets, with stock indexes hitting new highs, the U.S. economy indicating notable resilience, robust gross domestic product (GDP) growth, and steady consumer strength. Additionally, the Federal Reserve delivered a widely anticipated interest rate cut. Swipe through for more insights and reach out to us with any questions!

09/29/2025

December will be over before we know it, so we’re sharing a reminder about annual required minimum distributions. Take a look below at key information for Americans who are 73 years or older.

🔹If you turned 73 in 2025, you have until April 2026 to take your first distribution. However, you must take your second distribution by December 31, 2026. Taking both in 2026 could have adverse tax impacts. Discuss the best course of action with your financial advisor.

🔹If you’re age 74 or older, the IRS requires you to take an RMD from certain retirement accounts by December 31st.

🔹Applicable accounts include: Traditional IRAs, SEP IRAs, SIMPLE IRAs, 401(k)s, 403(b)s, and 457(b)s. However, the IRS does not require RMDs from Roth IRAs, Roth 401(k)s, or Roth 403(b)s while the account holder is living.

🔹Missing the deadline could result in a penalty of 25% of the RMD amount and 10% if corrected within two years for IRAs.

Have questions about RMDs or other investing matters? Give us a call today.

09/19/2025

The Federal Reserve recently wrapped up its September 2025 meeting. We’ve put together a recap of what was announced and potential impacts.

Our focus remains on helping you stay on track toward your long-term goals, no matter the market environment. Questions? Give us a call anytime! (619)255-9554

Address

3838 Camino Del Rio North
San Diego, CA
92108

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 3pm

Website

http://www.plattwm.com/

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