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The Skill to Advise.
The Wisdom to Listen.

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"A goal without a plan is just a wish."

~Antoine de Saint-Exupery

FRANZ TATUM WEALTH MANAGEMENT is a boutique wealth management firm offering individuals and their families, business owners and nonprofit organizations the resources to pursue the goal of simplifying and protecting their wealth in a comprehensive manner. We help clients set and implement clear goals aligned with their needs, values, and objectives.

We understand that life's purpose and balance are always changing. No single approach will work for everyone or even for an entire lifetime. Through formal and informal interchange of thoughts and information, your financial balance can be understood, planned, and pursued. Life is too short to follow someone else's plan - we find balance only when we follow our own.

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Experience

FRANZ TATUM WEALTH MANAGEMENT advisory team brings over 60 years of collective financial service experience.

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Community

Our commitment extends beyond serving our clients.

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Education

Provide relevant communication and knowledge to stay educated in today’s financial world.

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Helpful Content

What the New Tax Bill Means for You

What the New Tax Bill Means for You

What does the Tax Reform and Jobs Act mean for you?

Do Your Kids Know The Value of a Silver Spoon?

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

What Is a Roth 401(k)?

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

 

Women and Financial Strategies

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

Measuring the Value of a Financial Advisor

Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.

4 Reasons for the Return of Market Volatility

Why have the markets been so volatile recently?

An Overview of Renter’s Insurance

Don’t overlook the need for renter’s insurance if you rent your home.

Crowdfunding—Capital for the 21st Century

Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

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Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

The Business Cycle

How will you weather the ups and downs of the business cycle?

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