Check the background of your financial professional on FINRA’s BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. The Financial Consultants at Franz Tatum Wealth Management are registered representatives with, and securities offered through, LPL Financial, Member FINRA / SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. WCG Wealth Advisors, The Wealth Consulting Group and Franz Tatum Wealth Management are separate entities from LPL Financial. The LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CA, CO, FL, ID, IL, KY, LA, MA, MT, NC, NM, NV, NY, OR, SC, TN, TX, and WA.  Additionally, our representatives are registered insurance advisors offering services exclusively in the following states: AZ, CA, CO, IL, FL, LA, MA, MT, NC, NE, NM, NV, OR, TN, TX, and WA. Gloria Romero Franz California 34220 Gateway Drive, Suite #100, Palm Desert, CA 92211 CA Insurance Lic. #0A46101. Nila Lynn Tatum California 34220 Gateway Drive, Suite #100, Palm Desert, CA 92211 CA Insurance Lic. #0C59248

34220 Gateway Drive
Suite 100
Palm Desert, CA 92211
United States

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We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client's trusted advisor.