Franz Tatum Wealth Management Inc

Add to Favorites

Investment Management, Annuities & Retirement Insurance Plans, Financial Planners

Be the first to review!

CLOSED NOW

Today: Closed

Tomorrow: 7:00 am - 4:00 pm

17 Years

in Business

(760) 770-2003Call Visit WebsiteVisit Website Map & DirectionsDirections34220 Gateway Dr Ste 100Palm Desert, CA 92211 Write a ReviewWrite Review

Is this your business?

Customize this page.

Claim This Business

Hours

Regular Hours

Mon - Fri:	7:00 am - 4:00 pm
Sat - Sun	Closed

Places Near Palm Desert with Investment Management

Thousand Palms (2 miles)
Rancho Mirage (7 miles)
Cathedral City (8 miles)
Indian Wells (11 miles)
Cochella Valley (12 miles)

More Info

The Skill to Advise. The Wisdom to Listen.

General Info: 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.
Email: Email Business
Payment method: amex, cash, debit, discover, master card, visa
Location: From I10 take the Monterey Avenue exit head South to Dinah Shore Drive head East, Gateway Drive head south - 2nd driveway on your left (Behind Sam's Club)
Amenities: Full service financial services with a personal caring touch.
Associations: http://www.franztatum.com/p/giving-back community participation is highly valued at FTWM
Other Link: website
Categories: Investment Management, Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants, Financial Services, Investment Advisory Service, Investments, Life Insurance, Long Term Care Insurance

Gallery

Be the first to add a photo!

Reviews

Hi there!
Be the first to review!

Click to Rate

Details

Phone: (760) 770-2003

Address: 34220 Gateway Dr Ste 100, Palm Desert, CA 92211

Website: website

People Also Viewed

View similar Investment Management

Suggest an Edit

Franz Tatum Wealth Management Inc

Tax Planning
There are many fascinating definitions for comprehensive financial planning. When we ask people what they think, the answers range from managing investments, tax planning and maybe retirement planning. Our definition of comprehensive financial planning is one that has evolved over our 60 plus years of experience.
Estate Taxes
Tax Services
You may find financial advisors that include debt management, tax management, investments, and insurance in their comprehensive financial plan. This may seem ‘comprehensive’ but leaves out some important items.
Income Tax
Capital Gains Taxes
The IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes. It's another quiet change that could Read More

Investment Management
More recently, Jim helped oversee the portfolio management, analysis, and due diligence for $4 billion of managed assets at Allworth Financial.
Mutual Funds
With more than 22 years of professional investment experience, Jim has experience as an advisor, in building and overseeing multiple advisory platforms, and in managing two mutual funds.
Wealth Management
Franz Tatum Wealth Management was established with the goal of creating a process dedicated to helping our clients and those they love. Our team strives to add perspective and clarity to our clients’ financial lives. Our approach extends to what you have today, what may come, and the legacy you choose to leave.

Accounting Services
Cash Flow Analysis
Comprehensive financial planning involves the detailed review and analysis of all facets of your financial situation along with your personal goals and values. This includes areas such as cash flow analysis, retirement planning, risk management, investment management, tax management*, estate planning and a deep understanding of what matters most to you. It is only through comprehensive analysis that your true financial condition can be determined, and the proper plan can be recommended.

Financial Planning
Our initial meeting is dedicated to getting to know you and offers an opportunity for you to get to know us. Financial planning is very personal, and we created this meeting as a safe space where you can feel comfortable to be yourself and share what’s on your mind.
Retirement Planning
College Funding
Asset Protection

View All Services

Provided by