Franz Tatum Wealth Management, one of Southern California’s premier boutique wealth management firms, located in the Coachella Valley, is pleased to announce its partnerships with The Wealth Consulting Group and LPL Financial.
Franz Tatum Wealth Management was founded 10 years ago on the goal of assisting their clients in all aspects of their financial lives, providing personal service based upon their client’s needs and expectations, and does this through education, communication and collaboration.
Founder and President, Gloria R. Franz, CFP® and Vice President Nila L. Tatum, ChFC® of Franz Tatum Wealth Management (FTWM), each with decades of financial planning experience, firmly believe that a strong team of partners help make their company stronger, providing them with the support and resources that allow them to be better advisors and wealth managers to their much valued clients.
With that in mind, FTWM has partnered with The Wealth Consulting Group (WCG) to provide additional resources for FTWM’s clients. The Wealth Consulting Group has a broad network of professional partners, spanning multiple financial disciplines, who assist in providing tailored advice and guidance needed throughout the financial decision-making process. Since 1995, WCG has partnered with independent financial advisors to develop a comprehensive process to assist clients with complex wealth planning strategies and is committed to delivering objective advice and innovative strategies for clients’ financial and investment needs.
In addition, FTWM has partnered with LPL Financial, one of the nation’s leading financial services companies, publically traded under ticker symbol LPLA. LPL Financial’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products nor engage in investment banking activities, so advisors affiliated with LPL are not pressured or influence by LPL to sell its products. This partnership enables Franz Tatum Wealth Management to be powered by the tools and resources provided by LPL Financial, assisting FTWM in providing comprehensive guidance and recommendations to pursue their client’s needs. LPL Financial is not affiliated with The Wealth Consulting Group.
Franz Tatum Wealth Management understands that life’s purpose and balance are always changing and that no single approach will work for everyone. Through personalized formal and informal interchange of thoughts and information, your financial requirements can be understood, planned and pursued. Life’s too short to follow someone else’s plan — one finds balance only when one follows their own. Contact FTWM today at 760-770-2003 or firstname.lastname@example.org and schedule a no-obligation consultation to discuss your needs and meet the team.
Gloria R. Franz and Nila L. Tatum are registered representatives with, and securities offered through LPL Financial, Member FINRA | SIPC. Investment advice offered through WCG Wealth Advisors, LLC a registered investment advisor. The Wealth Consulting Group, WCG Wealth Advisors, LLC and Franz Tatum Wealth Management are separate entities from LPL Financial.