About Company

Platinum Wealth Solutions of Texas, LLC is a San Antonio–based financial advisory firm that delivers comprehensive wealth management, retirement planning, and tailored financial strategies through a multi-step client process (Personal Insight, Blueprinting, Internal Analysis, Strategy, Solutions, Implementation & Statement Reading, and ongoing Standard of Care reviews). The company provides case-study driven guidance for pre-retirees, retirees, and business owners, offers educational resources and events, and operates from 3522 Paesanos Parkway, Suite 100 with office phone 210-998-5000 and fax 210-998-5001. The company provides securities and investment advisory services through Osaic Wealth, Inc. (member FINRA/SIPC) and focuses on customized, tax- and market-aware solutions with regular monitoring and implementation support.

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