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 Wealth 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

A financial decision rarely lives by itself. A retirement date can affect cash flow. A business decision can shape taxes...
10/09/2026

A financial decision rarely lives by itself. A retirement date can affect cash flow. A business decision can shape taxes and family goals. An estate update may require coordination with an attorney.

A financial planner helps keep the whole picture in view and the right professionals connected. At FTWM, our role as Personal CFO is to guide, coordinate, and prepare so you can focus on what matters.

Is your financial life connected, coordinated, and aligned? Let's talk: https://go.oncehub.com/ftwm

What an honor to serve as the Installing Officer for the incoming 2026–2028 GFWC - Woman's Club of Indio Board! 💚It’s ha...
10/08/2026

What an honor to serve as the Installing Officer for the incoming 2026–2028 GFWC - Woman's Club of Indio Board! 💚

It’s hard to believe I’ve been part of this incredible sisterhood of women & men for almost 30 years! Where has the time gone? So many wonderful friendships, cherished memories, and years of making a difference in our community.

Congratulations to our incoming Board! Here’s to another two years of friendship, leadership, and service!

Are you a member? If not, why not? There’s always room for another amazing woman! 💐

Good planning begins before the numbers. It begins with your story.What matters most to you? Which responsibilities are ...
10/06/2026

Good planning begins before the numbers. It begins with your story.

What matters most to you? Which responsibilities are competing for attention? What decisions keep getting postponed? What do you want your money to support - now and later?

Discovery is the first stage of the Peridot Wealth Process because a plan should reflect the person and family behind it.

Bring us the question you have been putting off. We are ready to listen: https://go.oncehub.com/ftwm

Happy 25th Birthday to our wonderful, Haylee Mack ! 🎉💐25 is such a special milestone, and we’re so happy to celebrate it...
10/05/2026

Happy 25th Birthday to our wonderful, Haylee Mack ! 🎉💐

25 is such a special milestone, and we’re so happy to celebrate it with you! We’re grateful for everything you bring to the FTWM team and hope this next chapter is filled with exciting opportunities, wonderful memories, and plenty of reasons to celebrate.

Cheers to 25! 🥂💗

Always an honor to support the Coachella Valley History Museum! FTWM is proud to represent!
10/04/2026

Always an honor to support the Coachella Valley History Museum! FTWM is proud to represent!

Please keep an eye out. Hope he is found safe.
10/03/2026

Please keep an eye out. Hope he is found safe.

🚨 MISSING AT-RISK ADULT — INDIO, CA 🚨

The Indio Police Department is seeking the public’s assistance in locating Luis Ernesto Gonzalez, a Hispanic adult male, DOB: 09/02/1965, who is considered an at-risk missing person.

Luis was last contacted after leaving Victoria’s Cafe in Indio. He was last seen walking south from Miles Street toward downtown Indio.
Last known clothing:
• 🧢 Blue New York baseball cap
• 👕 Gray and white shirt
• 👖 Denim jeans

Luis is under medical care and is known to walk throughout his neighborhood and surrounding areas.

If you have seen Luis or have any information about his whereabouts, please contact the Indio Police Department at 760-391-4051.
🙏 Please share this post to help bring Luis home safely.
🔶🔶🔶🔶🔶🔶🔶🔶🔶🔶🔶🔶🔶🔶🔶

🚨 ADULTO EN RIESGO DESAPARECIDO — INDIO, CA 🚨

El Departamento de Policía de Indio solicita la ayuda del público para localizar a Luis Ernesto Gonzalez, hombre hispano adulto, fecha de nacimiento: 09/02/1965, quien es considerado una persona desaparecida en situación de riesgo.

Luis fue visto por última vez después de salir de Victoria’s Cafe en Indio. La última vez que fue visto, caminaba hacia el sur desde Miles Street en dirección al centro de Indio.
Última vestimenta conocida:
• 🧢 Gorra de béisbol azul de los New York
• 👕 Camisa gris y blanca
• 👖 Pantalones de mezclilla

Luis se encuentra bajo atención médica y se sabe que suele caminar por su vecindario y las áreas cercanas.

Si ha visto a Luis o tiene cualquier información sobre su paradero, comuníquese con el Departamento de Policía de Indio al 760-391-4051.
🙏 Por favor, comparta esta publicación para ayudar a que Luis regrese a casa sano y salvo.

October is Financial Planning Month - a useful reminder that a financial plan is more than a collection of accounts.A st...
10/02/2026

October is Financial Planning Month - a useful reminder that a financial plan is more than a collection of accounts.

A strong planning relationship helps connect your goals, responsibilities, cash flow, risk considerations, retirement decisions, and legacy into one coordinated picture. It also creates a process for adjusting when life changes.

If your financial life feels scattered, this is a good month to begin bringing the pieces together. Let's talk: https://go.oncehub.com/ftwm

Every generation adds something meaningful to a family's legacy.Boomers carry stories and experiences worth preserving. ...
09/30/2026

Every generation adds something meaningful to a family's legacy.

Boomers carry stories and experiences worth preserving. Gen X often balances caring for older loved ones, supporting younger family members, and planning for the next chapter. Millennials are finding new ways to carry traditions and values forward.

This Hispanic Heritage Month, we celebrate everything families share across generations: their stories, traditions, wisdom, and hopes for the future.

What do you hope your family will always carry forward?

Happy Birthday to my best friend and business partner! 💕🎉 Nila TatumI’m so grateful for the friendship, laughter, memori...
09/29/2026

Happy Birthday to my best friend and business partner! 💕🎉 Nila Tatum

I’m so grateful for the friendship, laughter, memories, and incredible journey we’ve shared together. Wishing you only the very best today and always and many, many more birthday celebrations together!

Here’s to another wonderful year ahead! 🥂🎂💐

What do you think? 😍
09/27/2026

What do you think? 😍



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

Alerts

Be the first to know and let us send you an email when Franz Tatum Wealth Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Franz Tatum Wealth Management:

Share