Platinum Wealth Solutions of Texas, LLC

Financial ServicesTexas, United States11-50 Employees

At Platinum Wealth Solutions of Texas, LLC we provide sound advice and customized solutions for our clients’ personal & business planning needs. We take the time to listen and understand our clients’ unique situation. We will strategize together to create a plan that helps our clients get their financial house in order. By monitoring and reviewing the plan regularly, our clients tell us this gives them confidence knowing they are working with an advisor team with high integrity who always keeps their promises. 

Led by an experienced executive team with decades of combined industry knowledge, the firm is guided by Nick Valenti, Chief Executive Officer, alongside Elizabeth Valenti, Senior Vice President, and Kenny Roesler, Vice President. Together, they bring strategic insight, disciplined planning, and a client-first mindset to every relationship.

We are strongly committed to diversity and equal opportunity.

For full disclosure, please visit our website.
finra.org
sipc.org

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