Platform Wealth Advisors

Michael Kennedy serves as Managing Director and leads the firm's investment decisions. Platform operates as a lean advisory practice, with Kennedy directly involved in portfolio construction, manager selection, and client relationship oversight. The firm does not use a large investment committee structure typical of institutional asset managers.

Platform Wealth Advisors operates as a multi-family office, serving a deliberately small number of wealthy families. The firm's fee-only, fiduciary model aligns it more closely with a boutique RIA than with the large bank-affiliated private wealth divisions. Client concentration remains a defining feature, not a temporary stage.

No. Platform does not manufacture proprietary funds or sell in-house investment products. The firm evaluates and selects external investment managers across public and private markets, constructing bespoke client portfolios. This product-free posture removes the conflict of interest that arises when an advisor earns fees from both asset management and asset allocation.

Platform builds portfolios that span public equities, fixed income, and a range of alternative investments. The alternatives allocation commonly includes private equity, private credit, and real assets, accessed primarily through external fund commitments. The firm may participate in direct co-investment opportunities alongside established general partners when terms and suitability align.

Platform operates on a fee-only advisory basis. It does not collect commissions, placement fees from fund managers, or revenue-sharing payments from investment-product sponsors. This fee structure is consistent with its fiduciary positioning and distinguishes the firm from commission-based broker-dealer models common in parts of the wealth management industry.