Franz Tatum Wealth Management

The skill to advise. The wisdom to listen.

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Franz Tatum Wealth Management Franz Tatum Wealth Management

Palm Desert, CA

Serving Clients Nationwide

The skill to advise. The wisdom to listen.

4 Certified Advisor Reviews™

5 out of 5 Stars

760-770-2003

Website

Primary Advisor Locations

Video

Book Intro Call

Compensation Methods

Fee Based

About Franz Tatum Wealth Management

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.

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Investment advice offered through WCG Wealth Advisors, LLC, an SEC registered investment advisor.

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Who We Serve

Baby Boomers
BIPOC
Blended Family
Business Owners
Corporate Executives
Dual Income Family
Entrepreneurs
Gen X
Hispanic | Latino
Intergenerational Families
LGBTQ
LGBTQ Couples
Women Professionals
Women’s Finance

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Expertise, Passion, Community Leader

✅ Wealthtender Certified Advisor Review™

Jul 5, 2026

In 2018, when I received an inheritance which included an IRA and a stock portfolio, I immediately contacted Franz Tatum Wealth Management. I had met Gloria Franz 15 years earlier through the Indio Chamber of Commerce. I have admired how active she is in our city with the Coachella Valley History Museum, Woman’s Club, City Planning Commission, to name a few organizations. She is well respected by business leaders and residents of our community. I am very comfortable with Gloria as she explains my financial options clearly and grows my investments, while we work together on my personal goals and plan for retirement in the not so distant future. I highly recommend Gloria Franz for both her expertise and her passion.

Relationship to Financial Advisor: Client as of Jul 5, 2026

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Kelly

Best decision ever

✅ Wealthtender Certified Advisor Review™

Jun 18, 2026

For 40+ years prior to moving our investments to FTWM, I had the luxury of working with a very knowledgeable and unquestionably trustworthy Financial Advisor—my brother Lew. When Lew retired a few years ago, my husband and I agreed we needed to choose our replacement advisor carefully. I felt up to the task since my long career as a financial services copywriter gave me a fair amount of expertise, but I remained concerned about finding a good match. We feel like we hit a home run with Gloria and Nila. Their diligence in evaluating our circumstances and crafting a well-informed plan unique to OUR specific goals was obvious. And their guidance as we transition into retirement has been invaluable. Finally, their account servicing supported by Client Services Assistant Haylee has been excellent. The fact that they are all extremely personable and share our values is just icing on the cake.

Relationship to Financial Advisor: Client as of Jun 18, 2026

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Joel R. and Dan S.

Franz Tatum Wealth Management has proven to be exemplary!

✅ Wealthtender Certified Advisor Review™

Jun 2, 2026

Wealth management is so much more than assets under management and in the four years we have been working with FT they have proven to be exemplary in customer service, wealth management expertise, communication, portfolio performance, and trustworthiness. Additionally, the team at FT have been our translators, counselors and steady hands in guiding us through an ever changing environment. Bottom line, we sleep well every night knowing our family’s legacy is supervised and closely monitored by the advisors at Franz Tatum Wealth Management.

Relationship to Financial Advisor: Client as of Jun 2, 2026

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Roxi and John

Transparency and Trust

✅ Wealthtender Certified Advisor Review™

May 25, 2026

FTWM has consistently provided clear and concise advice that takes into consideration my financial goals and investment comfort level. They are very pro-active in anticipating and discussing risk management adjustments to my portfolio which are based on market realities, without being hyperbolic. My husband passed recently and they were kind and supportive; yet also very professional in guiding me in what I need to do to mitigate the financial impact re: change in tax status, my need to take RMD in 2026 and managing potential Medicare surcharges. I trust FTWM implicitly.

Relationship to Financial Advisor: Client as of May 25, 2026

Compensation: This reviewer received no compensation for this review.

Conflicts of Interest: There are no material conflicts of interest.

Linda

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