Why Step out of your comfort zone?
We understand it would take something major to get you to explore changing firms.
We believe we have something major.
Advisors who choose to affiliate with us generally do so for one of these reasons:
In-House Support Systems
Access to local marketing, new business, compliance and technology support.
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Broker/Dealer Liaison
Benefit from the backing of one of the largest Broker/Dealers while also having a liaison to serve as a buffer.
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Opportunities to Buy or Sell
Whether you’re looking to buy or sell a book of business, we have a large team of experienced advisors who want to talk.
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In-House Support Systems
Our firm has always made it our mission to provide personalized service and support to our advisors. We understand that for your practice to grow, your time and effort should be spent doing what you do best, helping your clients and cultivating prospects. By offering the following support, you can increase efficiency to better serve your clients and grow your practice.
About Our Broker/Dealer
Whether you're looking to buy or sell a book of business, our broker-dealer's consolidation could present big opportunities for those who choose to join us.
With a history rich in growth and innovation, Osaic has always had one primary goal: to provide the best technology, resources, and services to their financial professionals to help ensure they are well-positioned to meet the needs of their clients while building long-term, sustainable practices.
In 2023, Advisor Group's eight firms (including Royal Alliance, Inc.) united to become Osaic Wealth, Inc. as one of the largest networks of independent wealth managements firms in the United States. Their structure delivers network sale and state-of-the-art technology alongside personalized service and support.
READY TO EXPLORE?
Learn what opportunities we have for you!
Elizabeth Valenti
(210) 998-5000(210) 998-5001
evalenti@pws-texas.com
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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