Franz Tatum Wealth Management

Franz Tatum Wealth Management is a Wealth Management firm in Desert Hot Springs, CA, located at 34220 Gateway Dr # 100. The firm provides financial planning services and asset management guidance to individuals and families, including multigenerational households, blended families, and first-generation wealth builders. It holds a 5.00 rating based on customer reviews.

The firm was established with the goal of assisting clients in every stage of their financial lives, striving to establish stability, security, and independence. It utilizes the proprietary Peridot Wealth Process, which brings clarity, confidence, and direction to clients’ financial worlds. This approach serves as a Personal CFO model, guiding, coordinating, and preparing clients for life’s uncertainties. The process includes evidence-based, goals-driven investment management, sustainable income strategy design, and the evaluation of insurance and protection strategies. The firm also collaborates with tax professionals to improve outcomes and coordinates multigenerational planning with attorneys. Services include charitable giving alignment and legacy planning. The firm serves clients from diverse backgrounds, including women, Hispanic/Latino families, African-American families, LGBTQIA+ individuals and couples, and those navigating career changes, retirement, or business events.

The team is led by President Gloria R. Franz, CFP®, CSRIC®, and Vice President Nila L. Tatum, ChFC®, CSRIC®. They are supported by Haylee Mack, Client Services Assistant; Caitlin Allard, Director, ARC; Erika Ferris, Director Retirement Plans/Financial Planning; AJ D’Addio, Financial Planning/Investment Associate; and Ryan Wiener, Wealth Planning Coordinator. The firm collaborates with James Worden, CFA®, CMT®, CAIA, Chief Investment Officer at The Wealth Consulting Group; Talley Leger, Chief Market Strategist; Jason Lin, Director, Trading & Research; and Ray Bell, Advanced Insurance Consultant. The planning process involves initial meetings to discuss cash flow, net worth, major purchases, and legacy goals, followed by a Riskalyze assessment, plan development, and ongoing monitoring.

The firm holds a positive rating from the customers who have reviewed it, reflecting the satisfaction of those who have worked with the team. Franz Tatum Wealth Management brings structured, collaborative financial planning to Desert Hot Springs, helping residents navigate complex financial decisions with confidence.

BizScoreAI awards Franz Tatum Wealth Management a perfect 100 out of 100 for its Schema and Structure score. This strength ensures that AI assistants and search engines understand exactly what the business is and what it offers through clear structured data. The firm also earns a strong 82 out of 100 for its Technical score, which confirms that the website is secure and indexable so search engines can read it without errors.