Broker Check


Platt Investment Counsel is a family-owned firm that offers long-term wealth management solutions to individuals and families in all stages of life.

On a mission to build personal relationships through competitive investment performance and high quality service, Platt Investment Counsel is a fully independent firm that believes in the power of simplicity. Our multi-generational structure and approach to wealth management give us insight into areas of personal and professional finance. We will work with you to understand complex issues so you can make sound financial decisions throughout your lifetime.

As your advocate and partner, it’s important for us to develop a deep relationship with you rooted in mutual trust and respect. Life is always evolving and so are your financial needs, structure, and goals.  If there are questions or needed services that fall outside of our services, we can provide introductions to trusted professionals who can help.