Platinum Wealth Solutions of Texas Receives Recognition for Workplace Culture

Our focus has always been on values and culture, not rewards. The accolades we've received are a meaningful reflection of the people, culture, and clients that define our firm. As we look back on the recognition we’ve received, our overwhelming feeling is gratitude. Gratitude for our team members who live our values every day and for the clients who place their trust in us year after year.

Metro Detroit

In Michigan, under the vision and leadership of Nick J. Valenti, CLU®, ChFC, CFP®, AIF®, President & CEO, Brian Lynn, Sr. Vice President, and Kristen Walker, Sr. Vice President, we've experienced steady growth and continued excellence. Together, they have cultivated a culture that aims to put people first; our clients, our colleagues, and our community.

Because of our wonderful team members, we have been fortunate to receive consistent recognition over many years:

• 17‑time winner of Detroit’s Best & Brightest Companies to Work For, most recently ranked #2 in the Midsize Business category¹
• 16‑time Detroit Free Press Top Workplaces honoree²
• 15‑time recipient on DBusiness' Largest Michigan Business Insurance Agencies and Companies list³

These honors matter to us not because of the rankings themselves, but because they speak to the environment our people experience every day. We strive to listen, support growth, and create long‑term opportunity. Each time our name appears on one of these lists, we view it as a reminder to keep earning that trust, not as an opportunity to rest on our laurels. 

Greater San Antonio Area

In Texas, our growth has been guided by the leadership of Nick J. Valenti, CLU®, ChFC, CFP®, AIF®, President & CEO, Elizabeth A. Valenti, CLTC, AIF®, Sr. Vice President, and Kenneth Roesler, Vice President. Their focus has been on building a team that pairs high‑quality advice with a caring client experience.

We are humbled by the recognition our Texas team has received from the San Antonio Business Journal in 2025:

• #2 Best Places to Work in San Antonio (Very Small Employer Category)*
• #12 Largest Financial Planning Firm in San Antonio (by Assets Under Management)*
• #13 Largest Money Management Firm in San Antonio (by Amount of Locally Managed Assets)*

*All awarded through San Antonio Business Journal

These recent rankings build on a track record we’re very proud of:

• 7‑time winner of San Antonio Business Journal Best Places to Work⁴
• 6‑time winner on San Antonio Business Journal Largest Financial Planning Firms list⁵

For our Texas team, these recognitions are proof that you can combine growth with a close‑knit culture, and that doing right by clients and colleagues is noticed by the community.

National Recognition

On a national level, we are honored to be a 12‑time winner of the National Best and Brightest Companies to Work For award⁶, presented by the National Association for Business Resources. Being recognized on a national stage is particularly meaningful to us because it reflects that our standards and values remain true as our firm continue to expand its presence throughout other states.

We see this national recognition as a celebration of our entire organization and reinforces our belief that when you invest in people, culture, and ethics, the results show up in both business metrics and how others perceive your commitment.

Looking Ahead

While we are deeply appreciative of every award and ranking, we view each one as a responsibility rather than a finish line. Our goal is to keep earning these honors by:

• Continuing to invest in our people and their professional growth
• Providing objective, thoughtful guidance to our clients
• Serving our communities with integrity

To everyone who has been part of this journey, we thank you! These recognitions belong to everyone that has made our firm excellent.

Recognition:

We Are Strongly Committed to Diversity and Equal Opportunity

¹101 Best and Brightest is a ranking by The Best and Brightest Companies to Work For®. Firms are assessed on but not limited to the following categories: communication, work-life balance, employee enrichment based on their company profile and a random selection of anonymously surveyed employees. Firms apply for the award and winners may purchase merchandise, trophies and plaques. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. For more information, go to https://nationalbiz.org/winners/

²The Top Workplaces award is issued by the Detroit Free Press and given to 150 employers. Employees anonymously nominate their employer and provide feedback that includes but is not limited to compensation, work-life balance, leadership, communication and professional development opportunities. The workplaces are ranked by employee size and winners determined by Energage Culture Tech. Winners do not pay a fee for employee participation or to accept the award, however, they may purchase a plaque publicizing the award. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client

³DBusiness’ List of Largest Insurance Agencies is awarded by DBusiness (Hour Detroit) and is based on insurance business revenue in the stated year. There is an administrative fee paid for the award. This rating shall not be construed as an endorsement of the insurance agency by any client nor are they representative of any one client's evaluation.

⁴The Best Places to Work in San Antonio is issued by the San Antonio Business Journal. Nominees may have applied for the award and winners are chosen through an online survey that measures employee engagement. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.

⁵The Largest San Antonio Financial Planning Firms list is compiled by the San Antonio Business Journal in San Antonio, Texas. Ranking is based on information provided by the financial professional. This includes total number of local staff, types of investments, and assets under management locally among other factors. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.

⁶The Best and Brightest Award is awarded to companies that meet the following criteria: have a minimum of 10 employees, have been in business for at least 1 year, be a for-profit or not-for-profit business or government entity, be a publicly- or privately-held business. Nominees are chosen by themselves, a team member, a peer, or customers.