FTWM enjoys working with accomplished clients throughout the United States. Wealth creates its own level of difficulty when it comes to making clear, confident financial decisions that impact your personal, family, business and philanthropic assets and goals. As experienced advisors we understand that the more wealth you accumulate, the greater the complexity. We work collaboratively with our clients to develop and implement comprehensive strategies aligned with their goals and values.
Many of our clients had relationships with advisors in our field and may have been receiving good advice and service before they joined our firm. If that was the case, why would they make the decision to hire us? The answer is simple. Our personal collaborative process is designed to take an in-depth look at your personal goals and values. It takes a trusted relationship and great skill to discover goals and values an individual may have regarding what is truly important to them.
FTWM serves as your Personal CFO. Just as a business has a CFO to manage the many aspects of an organization's finances. FTWM specializes in developing coordinated strategies and customized tax-efficient strategies for successful individuals and families. As your Personal CFO, we seek to bring best-in-class resources and capabilities across financial, tax, legal and insurance considerations for the purpose of addressing your complex financial needs. We work in a collaborative manner with your professional advisors to help ensure seamless coordination, placing your best interest at the forefront of these and other areas:
Retirement Income Planning
Estate and Legacy Planning
Business Succession Planning
*Tax services are not offered by Franz Tatum Wealth Management, WCG Wealth Advisors, LPL Financial or affiliated advisors.
**LPL Financial representatives offer access to trust services through the Private Trust Company N.A., an affiliate of LPL Financial.
“The only people who see the whole picture are the ones who step outside of the frame.” - Salman Rushdie