Being an independent financial advisor means you get to run your business your way. You can attract the type of clients you want to work with and build equity in your practice as it matures. But being in business for yourself, doesn’t have to mean by yourself.
Experience independence & support while you grow your practice your way.
At Platinum Wealth Solutions of Texas, we make it easier to run your business while helping you provide best-in-class service to your clients. As a large enterprise with a local office in San Antonio, TX and over 30 branch offices across 8 states, affiliating with our firm provides the benefits of local support paired with the economies of scale provided by our large broker/dealer, Osaic.
This pairing allows us to provide our advisors with a menu of powerful services, including:
Results-driven practice management and business growth programs
Practice acquisition, contingency planning, and succession planning
Dynamic business processing team and advanced technology systems
True independence in promoting your unique brand with personalized marketing support
Financial planning support unit
Because we get to know you on a personal level, we understand what’s driving you toward the unique and meaningful vision you have for your business. Our high-touch, concierge-level service provides you with measurable results.
We believe you shouldn’t just survive, you should thrive.