Franz Tatum Wealth Management

06/02/2026

Happy Pride Month! We celebrate the value of being seen, respected, and supported for who you are.

As allies, we are proud to foster an environment where every story is valued and every individual is welcomed with dignity and respect — not just this month, but every day.

06/02/2026

Estate plans don’t just live in documents… they live in account details.

This story is a reminder of why we review these details with clients every year—beneficiaries, account registration, and ensuring everything is set up correctly can make all the difference.

Read more at the link below.

A family’s fight over a retirement account shows the pitfalls around updating beneficiary information

05/30/2026

For over 25 years, FTWM has proudly supported our community through volunteerism, service, and giving back. Today, we were honored to attend the GFWC Woman’s Club of Indio Scholarship & Donation Brunch, celebrating the students, organizations, and community initiatives that make a lasting impact. We are grateful to support an organization that shares our commitment to investing in the future and strengthening our local community. 💜

05/27/2026

Today’s graduates are stepping into a world transformed by technology, AI, and entirely new ways of working. It’s an exciting moment… and, for many, a little daunting too.

This article offers meaningful insights for anyone beginning their career, as well as those guiding and supporting the next generation.

Thinking back to your own early days, what’s one piece of advice you wish you had when you were just starting out?

AI is changing work faster than ever. Here’s some advice leaders can give graduates and young people navigating an uncertain future.

05/25/2026

In observance of Memorial Day, our office is closed today.
We join in honoring and remembering those who gave all, and will resume normal business hours tomorrow.

05/21/2026

When planning for the future, some of life’s most meaningful assets never show up on a financial statement.

The article breaks down why the relationships around you may be among your most powerful long term assets. It’s also why our Peridot Wealth Process focuses on creating clarity, confidence, and purpose across every area of life, not just the financial ones.

Who is a key person in your network that you value?

Most people spend decades planning for the financial risks of retirement. Almost no one plans for the social ones.

05/15/2026

We just wrapped up our annual Franz Tatum Wealth Management retreat! It was a great opportunity for our team to connect, plan, and focus on new ways to better serve our amazing clients.

We’re excited for what’s ahead and look forward to continuing to enhance the experience, support, and guidance we provide every day. Thank you to our clients for your continued trust and support!

05/10/2026

Happy Mother’s Day from all of us at Franz Tatum Wealth Management 🌸💐🌷

This week, our team had the opportunity to attend a special event at the Coachella Valley History Museum hosted by Nicole Triggs of Botanical Verbiage, inspired by vintage floral arrangements.

Each of us received the same flowers, yet every arrangement turned out beautifully unique—a reminder that no two stories, journeys, or families look exactly alike.

Today, we celebrate all mothers and mother figures who bring beauty, care, strength, and love into the lives of those around them. Wishing you a very Happy Mother’s Day!

05/03/2026

Happy Sunday Flowers always beautiful! Wishing everyone an amazing Sunday.

04/25/2026

Two days into the conference and already walking away with so much value.

From reconnecting with peers and sharpening our approach on day one, to hearing powerful insights from J.H. Whitney on global geopolitical risk today—it’s been a great reminder of how important it is to keep learning and evolving in this industry.

Grateful for the opportunity to step back, gain perspective, and continue building the knowledge that helps us better serve our clients every day.