Franz Tatum Wealth Management

Franz Tatum Wealth Management Allowing them to live the life they want to live. Investment advice offered through WCG Wealth Advisors, a registered investment advisor.

We are a team of experienced wealth managers, dedicated to providing comprehensive wealth management services using our Peridot Wealth Process providing clarity, confidence, and direction to our clients. The financial consultants at Franz Tatum Wealth Management are registered representatives with and securities offered through LPL Financial, Member FINRA/SIPC www.finra.org and www.sipc.org. WCG W

ealth Advisors and Franz Tatum Wealth Management are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit www.franztatum.com

Time well spent at the SER Summit learning, connecting, and gaining new perspectives.Being a better advisor means never ...
09/02/2026

Time well spent at the SER Summit learning, connecting, and gaining new perspectives.

Being a better advisor means never being finished learning. Every new idea, conversation, and perspective gives me another opportunity to grow and to bring greater insight, clarity, and value to the clients and families we serve.

Always learning. Always evolving. Always striving to be better.

We’re sharing this one for a very important reason.We have unfortunately seen firsthand how convincing financial scams c...
09/01/2026

We’re sharing this one for a very important reason.

We have unfortunately seen firsthand how convincing financial scams can be—and how quickly they can result in real financial loss.

Over the next few weeks, we’ll be sharing a series of articles focused on financial scams, common warning signs, and ways to help protect yourself and the people you care about.

We hope you’ll take a few minutes to read it and share it with a family member, friend, or anyone you think could benefit.

Sometimes simply knowing what to look for can make all the difference.

Swindlers have stepped up their game with artificial intelligence and deepfakes to steal older Americans’ money and personal information.

Gen X: Welcome to the transition years.You’ve spent decades building—careers, families, businesses, savings, and a life....
08/27/2026

Gen X: Welcome to the transition years.

You’ve spent decades building—careers, families, businesses, savings, and a life.

Now, some of the things you worked toward may be changing.
• Kids are becoming adults.
• Parents are getting older.
• Careers are evolving.
• Retirement is getting closer.
• And your definition of success may look different than it did 10 or 20 years ago.

For many Gen Xers, the financial conversation is beginning to shift from simply accumulating more to asking:

What do I want the next chapter to look like—and is my financial life aligned with it?
Over the next five posts, we’ll explore some of the decisions that often accompany this stage of life.

Your first step? Think about the next 10 years. What’s one thing you’d like to have the freedom to do differently?

Let's talk: https://go.oncehub.com/ftwm

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Today, we celebrate Women’s Equality Day and the generations of women whose strength, leadership, determination, and adv...
08/26/2026

Today, we celebrate Women’s Equality Day and the generations of women whose strength, leadership, determination, and advocacy have helped create greater opportunities for those who follow. 🧡

At Franz Tatum Wealth Management, we’re proud to be a team of women supporting individuals and families as they build confident financial futures and pursue the goals that matter most to them.

Here’s to the women who paved the way, the women making an impact today, and the generations still to come.

Having a hobby that brings joy and uses motor skills is so important at any stage of your life.  What is you hobby?
08/22/2026

Having a hobby that brings joy and uses motor skills is so important at any stage of your life. What is you hobby?

Knowing what you own is important.Understanding why you own it can be just as valuable.Each investment may play a differ...
08/13/2026

Knowing what you own is important.
Understanding why you own it can be just as valuable.

Each investment may play a different role within an overall financial strategy, including:
• Growth potential
• Income
• Diversification
• Risk management
• Tax awareness

Rather than viewing investments individually, it can be helpful to understand how they work together to support your long-term goals.

To learn more about our approach to comprehensive financial planning, visit www.franztatum.com

Clear winner: 51 for black | 22 for red | 4 undecided 😁 thank you everyone for participating. I think the red one will c...
08/12/2026

Clear winner: 51 for black | 22 for red | 4 undecided 😁 thank you everyone for participating. I think the red one will come in handy too.

Day 3 and the final day of the LPL FOCUS Conference! 🎉Starting the day with keynote speaker Jesse Cole, founder of the S...
08/11/2026

Day 3 and the final day of the LPL FOCUS Conference! 🎉

Starting the day with keynote speaker Jesse Cole, founder of the Savannah Bananas 🍌⚾️, and wrapping it up tonight with Carrie Underwood at The Rady Shell! 🎶✨

Learning, inspiration, and a little fun mixed in… it’s going to be a GREAT day! 🙌

New headshots.  Which do you prefer, vote in the comments 1 for red, 2 for black. 🙂
08/10/2026

New headshots. Which do you prefer, vote in the comments 1 for red, 2 for black. 🙂

Address

34220 Gateway Drive, Ste 100
Palm Desert, CA
92211

Opening Hours

Monday 7:30am - 4pm
Tuesday 7:30am - 4pm
Wednesday 7:30am - 4pm
Thursday 7:30am - 4pm
Friday 7:30am - 4pm

Telephone

+17607702003

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