Who We Are
Our firm was founded with the goal of assisting our clients in every stage of their financial lives. We strive to establish financial stability and security to provide financial independence for our clients and those they love.
Our Philosophy
We believe great planning begins with a genuine connection. Our Peridot Wealth Process brings structure and coordination to your financial world, aligning your goals, responsibilities, and legacy with the plan that supports every stage of life.
Who We Help
We partner with individuals and families who value clarity, collaboration, and thoughtful guidance. Our clients are advocates—they are kind, engaged, and value our relationship. They appreciate a planning partner who supports their goals, responsibilities, and long-term vision.
Welcome to Franz Tatum Wealth Management
We are excited to get to know you better.
