Platinum Wealth Solutions of Texas, LLC

Platinum Wealth Solutions of Texas, LLC is a financial planner in San Antonio, TX, located at 3522 Paesanos Pkwy #100. It holds a rating of 5.00 based on 10 reviews. The firm provides comprehensive financial planning and wealth management strategies for individuals, families, and business owners at all stages of their financial journey. Services include retirement planning, investment management, life and long-term care insurance, annuities, risk management guidance, education funding strategies, tax-efficient planning, and estate planning coordination. Advisors also address needs related to wills, trusts, power of attorney, accumulation, and property and casualty insurance. Several advisors specialize in working with business owners on employee retention and succession planning.

The firm operates with a fiduciary responsibility, legally and ethically requiring advisors to act in the best interest of their clients. As an independent firm, advisors use various compensation models, including fee-based, commission-based, or hybrid structures, and outline these methods clearly before engaging in a relationship. The planning process involves collaborative meetings to gather facts and goals, conduct internal analysis, and discuss cash flow strategies. Advisors work alongside clients’ CPAs, attorneys, and other trusted professionals to align financial strategies. The firm provides advice on protection products such as life insurance, long-term care insurance, and disability income insurance. Clients can work with advisors virtually or in person.

Platinum Wealth Solutions of Texas, LLC has been recognized by the San Antonio Business Journal as the #8 largest financial planning firm in San Antonio by assets under management and the #13 largest money management firm by locally managed assets for 2025. The firm was also named the #2 Best Place to Work in San Antonio in the very small employer category for 2025.

The firm’s 5.00 rating reflects the positive experience of its customers. By combining fiduciary standards with a team approach and personalized strategies, Platinum Wealth Solutions of Texas, LLC helps clients in San Antonio pursue their financial goals and shape their future.

The business is situated on Paesanos Parkway, just 0.1 mile from Anderson Loop and North Loop 1604 West. It is also located about 0.2 mile from Medicine Wall and 0.3 mile from Salado Creek.

BizScoreAI awarded Platinum Wealth Solutions of Texas a Schema and Structure score of 100 out of 100. This excellent rating means the website carries structured data and clear headings that help AI assistants and search engines understand exactly what the business is and what it offers. The firm also achieved a Performance score of 84 out of 100. The website has a strong result.

Services:

• Blueprinting Meeting
• Implementation & Statement Reading Meeting
• Internal Analysis of Client Options
• Personal Insight Meeting
• Strategy Meeting