The Skill to Advise. What's your risk number?
The Wisdom to Listen.
"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.View Our Services
FRANZ TATUM WEALTH MANAGEMENT advisory team brings over 60 years of collective financial service experience.Learn More
Crowdfunding—Capital for the 21st Century
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
The market is as unpredictable as the weather. We’d love to help you prepare.
Top New Digital Tools for Small Businesses
Apps that help small business owners better manage and grow their business.
This checklist can give you a quick snapshot of how prepared you are.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Investors who put off important investment decisions may face potential consequence to their future financial security.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your capital gains tax.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Here is a quick history of the Federal Reserve and an overview of what it does.
How will you weather the ups and downs of the business cycle?
There are hundreds of ETFs available. Should you invest in them?
Taking your Social Security benefits at the right time may help maximize your benefit.
Do you know these three personal finance sayings?
A special needs trust helps care for a special needs child when you’re gone.