Naperville, Illinois

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Platt Wealth Management Group

Phone NumberEmailLocation

bfe_logo_advisor2056 Westings Avenue
Suite 360
Naperville, IL 60563
MAP

Phone: 331-814-2595
Toll Free: 866-331-6250

Our Professional Approach

Trust. When it comes to investment planning and preparing an investment approach that helps you meet your needs, it all starts with trust. However, trust doesn’t happen overnight. It develops over time in an atmosphere of mutual understanding and respect.

This is why we believe it is important to spend time with our clients and get to know them. After all, no two clients are alike and the same goes for their investment plans. When we work together, we will ask questions and listen to your answers. Your responses will guide us as we develop a plan that addresses your unique financial situation and tolerance for risk.

Finally, we’ll put that plan into action and meet periodically to evaluate its progress. During those meetings, we’ll also catch up on any developments that may require us to adjust our direction.