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LOCAL SUPPORT
NATIONAL RESOURCES

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



Financial Planning
Support

Target Marketing &
Social Media

Trusted Business
Advisor Program

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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