The Platt Team


The Platt Team

Private Wealth Investors

The Platt Team

We understand the unique needs of ultra-high-net-worth clients and are well-prepared to help them protect the wealth they have created while generating income.

Our Client-First Approach

Our team combines the experience of over 25 years in wealth management with the vast resources of Jefferies to create, implement and maintain highly customized strategies and wealth management plans. We understand the unique needs of ultra-high net work clients, and we are well-prepared to help them protect the wealth they have created while generating the income the need to support their lifestyles and pursue their financial goals.

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