How can industry consolidation benefit you?
The financial advising industry has undergone radical changes resulting in fewer, larger broker-dealers. This consolidation has allowed access to greater resources, while allowing us to continue to provide the same personalized support at the local level.
LOCAL SUPPORT
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.
Financial Planning
Support
Target Marketing &
Social Media
Trusted Business
Advisor
Advanced
Planning
Retirement & Group
Benefit Plans
Partnership
Opportunity
Acquisition
Support
Succession
Planning
NATIONAL RESOURCES
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. Now that Osaic is one of the nation's largest networks of independent wealth managements firms, there are better positioned than ever to provide the resources that allow advisors to flourish and grow.
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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