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June 2025 by Wendy Ambrose
We highly recommend Platt Wealth Management for all your financial needs. Personable, Educated and Accessible staff and great results. Couldn't ask for anything more!
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May 2025 by George Haynes
Excellent service and appreciate Curtis' knowledge base about financial issues impacting us.
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May 2025 by Michelle Coleman
I had an incredibly positive experience working with the Platt Wealth Management Team. I met with Curtis, a Lead Platt Wealth Financial Advisor and from the start, he was courteous, respectful, and most importantly, completely non-judgmental about my current financial status. I appreciated that he met me exactly where I was, with no pressure or unrealistic expectations, just a clear focus on helping me move forward.
His deep knowledge of tax rules, saving strategies, and debt reduction techniques was both impressive and incredibly helpful. He broke everything down in a way that was easy to understand, and I left every session with a clearer picture of my financial options and next steps.
What stood out most was how genuinely encouraging he was. He gave me hope and confidence that I can build a strong, achievable retirement plan and expand my income streams over time. I never felt overwhelmed—just supported and empowered. Besides working the positive experience I have had with Curtis, I was also supported and encouraged by Devan, Platt's client service associate. Devan always insured I was able to book my next meetings with Curtis, followed up with how our meetings went and if I needed help with any of my tasks for the following meetings. Devan was instrumental in making the process easy and always moving forward.
If you're looking for a financial planner that is professional, approachable, knowledgeable, and compassionate l I highly recommend Platt Wealth Management, their entire team from their lead advisor to client care specialist are amazing and It’s one of the best financial decisions I’ve made to date.
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May 2025 by Robert Freund
In addition to excellent portfolio performance, for us the main value in our PWM relationship is their continuing emphasis on addressing our personal goals and concerns, both at and between meetings. We always feel we're being looked after like family!
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May 2025 by Lisa Welsch
Curtis is well informed, patient, knowledgeable, thorough, and a great listener. He takes the time to explain and demonstrate the mood of the market,how to interpret the data and understand the market etc. I'm very confident that Curtis has my back with regards to my financial needs.
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April 2025 by Judy Bergman
Curtis, Jeff and all the team at Platt Wealth Management are a pleasure to work with and consistently provide in with the information we need to feel confident in our investment plans. Curtis is friendly and approachable and readily shares his expertise in assisting us toward our financial investment goals. We highly recommend Platt Wealth Management.
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April 2025 by Bridgette Bergman
Kai Kramer at Platt Wealth Management is fantastic. He makes sure I feel confident in both my investments and Platt’s overall strategy. He’s incredibly responsive, flexible, and truly listens—adapting my plan based on my goals and needs. Highly recommend!
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April 2025 by Nimer Saikaly
Jeff and his team have been a great resource over the years. They’re knowledgeable, responsive, and always take the time to explain things clearly. I’ve appreciated their steady guidance and the trust we’ve built. Highly recommend working with them.
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April 2025 by M H
I have been working with Platt Wealth Management for many years, and I couldn't be more pleased with the financial guidance and expertise they provide. From the very beginning, Jeff Platt and his team took the time to understand my financial goals, risk tolerance, and long-term goals. Their personalized approach and clear communication have made managing my investments and financial planning a seamless experience.
What I appreciate most is their ability to explain complex financial concepts in a way that is easy to understand. Whether it’s investment strategies, retirement planning, or tax-efficient savings, they always provide thoughtful, well-researched advice tailored to my needs. Their professionalism, integrity, and responsiveness give me great confidence in my financial future.
If you’re looking for a knowledgeable, trustworthy, and proactive financial advisor, I highly recommend Platt Wealth Management and their team. They have truly made a positive impact on my financial well-being!
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April 2025 by Jon Daum
Jeff and his team have provided us with quick, attentive and friendly service for more than 10 years. Our results have been good and my wife and I can heartily recommend them.
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January 2025 by Michael Malone
After meeting with several financial advisory firms, my wife and I chose Platt Wealth Management and we've been very satisfied with our decision. As our financial advisor, Curtis has been an invaluable source of knowledge and guidance, always responding to our questions quickly and being the voice of reason. The financial planning service has been especially helpful, as we were uncertain on the exact way to structure our finances for our personal situation. Jeff’s expertise in investment strategies is exceptional and he explains complex concepts in a way that allows us to truly understand them beyond a surface level. Kim and Devan provide an outstanding client experience, ensuring we are always informed and up to date on everything related to our accounts and financial planning meetings. I highly recommend Platt Wealth Management to anyone seeking expert financial advice and investment management.
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December 2024 by Fred Uhlman
PWM is very professional, knowledgeable and enjoyable to work with. Always available & prompt to respond to inquires related to investments/investment strategies. Would recommend to anyone looking for personalized, professional money management/investment advice.
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December 2021 by Elliott Kanter
Our family had been with Jeff for 30 years now. Always great results even in the difficult times. His only goal is to make sure that your personal needs are met. By doing so, rest assured that you will continue to prosper in the years to come.
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October 2021 by Google user
Our family had been with Jeff for 30 years now. Always great results even in the difficult times. His only goal is to make sure that your personal needs are met. By doing so, rest assured that you will continue to prosper in the years to come.
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August 2020 by Rich M
I highly recommend Platt Wealth Management. They have gone above and beyond with very personalized service. I appreciate their transparency and expertise in wealth management. We are already seeing a difference in our investments and we look forward to a very long and productive relationship with the PlattWM team.
