Your family. Your goals. Your future.
At Franz Tatum Wealth Management, we work with individuals and families who have built meaningful success and who value clarity, guidance, and thoughtful long-term planning. Our ideal clients are people who appreciate collaboration, treat others with kindness, and value the experience and perspective we bring to the table. They want a trusted partner—someone who listens, coordinates, and helps them make confident decisions for themselves and those they love.

We serve clients from many walks of life, and we are honored to work with families whose backgrounds reflect our community—women, Hispanic/Latino families, African-American families, LGBTQIA+ individuals and couples, multigenerational households, blended families, and first-generation wealth builders. Many come to us with a strong sense of responsibility, a commitment to family, and a desire to build or sustain a meaningful legacy.
We understand the unique dynamics these families often navigate: caring for multiple generations, honoring cultural values, navigating career or business growth, and wanting to ensure the next generation is better prepared.

Our approach reflects that understanding:
  • We listen deeply and without assumptions
  • We respect cultural and family dynamics
  • We help educate across generations
  • We tailor your financial strategy to your values, priorities, and vision for the future
  • We coordinate the moving pieces so you gain clarity, confidence, and direction
     
Whether you are growing what you’ve built, preparing for the future, supporting loved ones, or shaping a legacy that reflects your values—we provide guidance that is personal, thoughtful, and centered on what matters most to you.
 
Your goals are yours.
Your story is valued.
Your legacy matters.