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Experienced Advisors

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 2021, our firm's Premium/GDC has grown from $2.5 million to $28.9 million.
  • Advisors who have been with our firm since 2004 have experienced a 15.91% compound growth rate over the course of 17 years.
  • $5.263 Billion AUM (As of 12/31/2021****).
  • 83% Retention Rate (2018-2021)

Recognition

  • #2 Best Places to Work in San Antonio in the Micro Employer Category, 2021*
  • #3 Largest Money Management Firm in San Antonio ranked by number of local clients, 2021**
  • #6 Largest San Antonio Financial Planning Firm ranked by number of financial professionals, 2021**
  • #14 Largest Money Management Firm in San Antonio ranked by assets under administration, 2021**
  • Consistently ranked in the Top Workplaces of SE Michigan by the Detroit Free Press Top Workplaces, 2008-2021***
  • Named one of the 101 Best and Brightest Companies to Work For by the Michigan Business and Professional Association, 2008-2021***

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.

Financial Planning Unit Menu


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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.

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We are strongly committed to diversity and equal opportunity.

*The 2021 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.
**The 2021 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.
***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.
****Source: Advisor Business Intelligence, Royal Alliance Associates, Inc.

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