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An intentional approach to managing wealth.

Platform Wealth was designed and built from the ground up after decades of serving hundreds of successful families & individuals.

Practical & Secure

Practical & Secure

We are an independent wealth management company providing independent financial advice tailored to our clients. Our financial planning process is the foundation for our financial services. Being independent means that Platform Wealth is free to associate with any broker/dealer we desire. Because we do not offer any proprietary products, we are free to recommend a vast array of solutions that support your needs. In affiliation with LPL Financial, our financial professionals have access to comprehensive financial research and the ability to provide quality financial guidance and cutting-edge technology with robust security to our clients. Their reputation, the strength of their research team and their dedication to client support is why we decided our affiliation with LPL.

John Sul

John Sul, CWS®

Co-founder & Wealth Advisor

Angie Saladis

Angie Saladis

Co-founder & Wealth Advisor

Aaron Castonguay

Aaron Castonguay

Sr. Client Care Specialist

Melissa Buttafoco

Melissa Buttafoco

Operations Manager

Matt Lazaras

Matt Lazaras

Financial Planner, CFP®

Kristy Vetter

Kristy Vetter

Marketing Director

Ryan Zimmerman

Ryan Zimmerman

Trading Operations Associate

Terry Cleman

Terry Cleman

Sr. Compliance Officer

Women and Investing

Women face unique challenges when it comes to achieving financial freedom and solvency. This whitepaper explores the investing pitfalls women—and all investors—should avoid when taking control of their financial futures.