Why Platinum Wealth Solutions?
We empower our advisors to help their clients reach the next level. Our team approach adds perspective to all we do and seeks to provide increased benefits to our clients. We have a passion for excellence, offer uncommon service, and place great emphasis on accountability. For more information about our firm and the services we offer, send us an email or call the office.
A Rising Tide Lifts All Ships
- From 2003 through 2023, our firm's Premium/GDC has grown from $2.5 million to $30.5 million.
- Advisors who have been with our firm since 2004 have experienced a 14.07% compound growth rate over the course of 19 years.
- $5.565 Billion AUM (As of 12/31/20231).
- 93% Retention Rate (2020-2023)
Recognition
- #1 Best Places to Work in San Antonio in the Extra Small Employer Category, 20242
- #2 Largest Money Management Firm in San Antonio ranked by number of local clients, 20233
- #2 Largest San Antonio Financial Planning Firm ranked by number of financial professionals, 20233
- #11 Largest Financial Planning Firm in San Antonio ranked by assets under administration, 20243
- Consistently ranked in the Top Workplaces of SE Michigan by the Detroit Free Press Top Workplaces, 2008-20244
- Named one of the 101 Best and Brightest Companies to Work For in Metro Detroit by the National Association of Business Resources, 2008-20245
Additional Resources
Our 3 Uniques - Learn about what makes Platinum Wealth Solutions of Texas unique.
Transition Team - An overview of the team who will help you get onboarded.
What is Your Vision of Success? - An overview of two of our proven success systems to create your ideal practice.
Firm Network Relationship - Learn about Platinum Wealth Solutions of Texas' network relationship.
Typical Advisor Week - An overview of a typical workweek for an advisor at Platinum Wealth Solutions of Texas.
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Elizabeth Valenti, Sr. Vice President of Platinum Wealth Solutions of Texas, LLC, has been in the financial services profession since 2006 helping clients and financial advisors achieve their full potential. Elizabeth is co-owner of the firm and is responsible for leading, managing and attracting new talent to her winning team of advisors and staff.
1Source: Advisor Business Intelligence, Osaic Wealth
2The 2024 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.
3The 2024 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.
4The 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 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://topworkplaces.com/publication/freep/
5Best 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. For 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/best-and-brightest/Human%20Resources/Metropolitan%20Detroit