Platinum Wealth Solutions of Texas

Platinum Wealth Solutions of Texas Platinum Wealth Solutions of Texas is a local financial services firm based in San Antonio. member FINRA/SIPC.

We are built on the strong relationships that have been cultivated with our clients, along with our commitment to excellence and integrity in all we do. Our organization is comprised of a dedicated team of professionals with a wide range of backgrounds and disciplines - in finance, insurance and investments. Our strategy embraces a team philosophy when working with our clients. We encourage our cl

ients to integrate existing relationships with their trustees, attorneys and accountants to ensure that our representatives can take a comprehensive approach when creating financial solutions. We have representatives in this office licensed and registered to offer products and services in Texas, Michigan and Illinois. Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states. Please contact this office for further information or to learn more please visit: www.platinumwealthsolutionsoftexas.com

Securities and investment advisory services offered through Osaic Wealth, Inc. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

We’re excited to welcome Mike Reese to Platinum Wealth Solutions of Texas!We believe great advisory practices are built ...
06/11/2026

We’re excited to welcome Mike Reese to Platinum Wealth Solutions of Texas!

We believe great advisory practices are built with the right support, resources, and team behind them. As our firm continues to grow, we remain committed to providing an environment where advisors can deepen client relationships, expand their impact, and provide the level of care, attention, and guidance their clients deserve.

Joining Mike in this transition is his assistant, Trisha Di Julio! We are excited to support them both as they begin this new chapter.

Federal Reserve officials are increasingly focused on persistent inflation and what it could mean for future rate decisi...
06/10/2026

Federal Reserve officials are increasingly focused on persistent inflation and what it could mean for future rate decisions.

Minutes from the latest meeting show support for holding rates steady, with some officials noting higher rates may be needed if inflation stays above the 2% target. The committee held rates at 3.5%–3.75%, with four dissents—the most since 1992—highlighting internal disagreement.

Fed policy matters because it influences borrowing costs, mortgage rates, savings yields, and overall economic conditions.

Source:

A majority of officials anticipated that interest rate increases would be necessary if the Iran war continued to aggravate inflation.

U.S. debt held by the public has now slightly surpassed GDP—about $31.27T vs. $31.22T. The rise reflects higher spending...
06/08/2026

U.S. debt held by the public has now slightly surpassed GDP—about $31.27T vs. $31.22T. The rise reflects higher spending, interest costs, and long-term fiscal trends, with debt servicing becoming an increasing focus.


Source:

Federal debt held by the public now surpasses the total value of the nation's economic output. Here's why experts say that's a concern.

Summer travel costs are higher this year, with airfare averaging about $383 (up $89 from last year) and gas up $1.42 per...
06/05/2026

Summer travel costs are higher this year, with airfare averaging about $383 (up $89 from last year) and gas up $1.42 per gallon year over year. Lodging (+4.3%), activities (+5.5%), and dining (+3.6%) are also up. Many Americans are still traveling, though some are choosing closer destinations to manage costs.


Source:

Gas prices, airfares, accommodations and other vacation essentials are more expensive this year compared to last year.

You've probably heard about "Trump Accounts," but what exactly are they?In this article, we break down the details, incl...
06/02/2026

You've probably heard about "Trump Accounts," but what exactly are they?

In this article, we break down the details, including eligibility requirements, contribution limits, tax considerations, and potential benefits for families. Read more to learn how these accounts work and how they compare to other savings options.

Trump Accounts are a new child-focused savings option with a federal seed contribution, annual contribution limits, and special tax rules. Here’s how they work, who qualifies, and what families should know.

Memorial Day is a time to pay tribute to those who made the ultimate sacrifice in service to the United States. They wil...
05/25/2026

Memorial Day is a time to pay tribute to those who made the ultimate sacrifice in service to the United States. They will always be remembered. Wishing you and your loved ones a peaceful Memorial Day holiday.

The Federal Reserve kept interest rates steady at 3.5%–3.75%, a decision markets largely expected. Policymakers remain d...
05/18/2026

The Federal Reserve kept interest rates steady at 3.5%–3.75%, a decision markets largely expected. Policymakers remain divided on what comes next, balancing ongoing inflation concerns with changing economic conditions. Recent data continues to show steady job growth while inflation remains above long-term targets.
Source:

The Federal Reserve on Wednesday released its latest decision on interest rates.

Scams are getting more advanced, and harder to spot. Awareness is your best defense. Learn the warning signs and how to ...
05/06/2026

Scams are getting more advanced, and harder to spot.
Awareness is your best defense. Learn the warning signs and how to protect yourself in our latest blog.

As scams continue to evolve, staying informed is one of the best ways to protect your financial well-being.

Last week, we proudly celebrated the 15th anniversary of opening our doors in San Antonio! Over the years, Platinum Weal...
05/05/2026

Last week, we proudly celebrated the 15th anniversary of opening our doors in San Antonio! Over the years, Platinum Wealth Solutions of Texas, LLC has been incredibly blessed with outstanding clients and a dedicated team of advisors and staff who make our work meaningful every day. It is truly an honor to serve this community and to grow alongside so many wonderful families and businesses. As we look ahead with gratitude and excitement, we are confident the best is yet to come. Thank you for the trust you’ve placed in our firm and we look forward to the next 15 years together!

Address

3522 Paesanos Pkwy, Ste 100
San Antonio, TX
78231

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm

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