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Welcome to Our Family

Platt Investment Counsel is a family-owned firm that emphasizes relationships over transactions. We value the time and trust each client invests in us as we help to manage their personal and professional financial lives.

Whether you are just stopping by for a visit, or would like to learn more about a relationship with our firm, we want to welcome you to the Platt Investment Counsel family. As always, we are here for you - so please don’t hesitate to reach out.

Our History

Our History

The Platt family has been serving the holistic financial needs of clients since the early 1940s.

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Our Process

Our Process

Our multi-generational, family-oriented approach to wealth management means your needs are always front and center.

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Our Culture

Our Culture

It’s important for our clients to know and understand our core values as individuals, professionals and as a firm.

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Get to know us

Get to know us

Just as it’s important that we get to know you, we believe it’s as equally important that you get to know us.

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Caring for Aging Parents

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.
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