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.
The Platt family has been serving the holistic financial needs of clients since the early 1940s.
Our multi-generational, family-oriented approach to wealth management means your needs are always front and center.
It’s important for our clients to know and understand our core values as individuals, professionals and as a firm.
Just as it’s important that we get to know you, we believe it’s as equally important that you get to know us.