Franz Tatum Wealth Management jobs and careers

About Franz Tatum Wealth Management

We are dedicated wealth managers serving a select group of clients with $1 million or more in investable assets and a net worth of $2–5 million. Our clients value the clarity, confidence, and direction that our Peridot Wealth Process brings to their financial lives, and they approach life with purpose, kindness, and respect. They are forward-thinking yet grounded, seeking to build a brighter future without sacrificing joy in the present. As advocates for themselves, their families, their communities, and our firm, they trust in our Peridot Wealth Process—from planning to execution—to navigate life’s complexities. By leveraging diverse perspectives and comprehensive strategies, we help keep them on track toward a meaningful, impactful financial future. The financial consultants at Franz Tatum Wealth Management are registered representatives with, and securities offered through, LPL Financial, Member FINRA & SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. WCG Wealth Advisors, The Wealth Consulting Group and Franz Tatum Wealth Management are separate entities from LPL Financial. The LPL Financial representative may discuss and/or transact securities business only with residents of the following states: AZ, CA, CO, FL, IL, KY, LA, MA, MT, NV, NM, NY, NC, OR, TX, WA.