Platinum Wealth Solutions of Texas

Platinum Wealth Solutions of Texas Platinum Wealth Solutions of Texas is a local financial services firm based in San Antonio. member FINRA/SIPC.

We are built on the strong relationships that have been cultivated with our clients, along with our commitment to excellence and integrity in all we do. Our organization is comprised of a dedicated team of professionals with a wide range of backgrounds and disciplines - in finance, insurance and investments. Our strategy embraces a team philosophy when working with our clients. We encourage our cl

ients to integrate existing relationships with their trustees, attorneys and accountants to ensure that our representatives can take a comprehensive approach when creating financial solutions. We have representatives in this office licensed and registered to offer products and services in Texas, Michigan and Illinois. Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states. Please contact this office for further information or to learn more please visit: www.platinumwealthsolutionsoftexas.com

Securities and investment advisory services offered through Osaic Wealth, Inc. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

You've probably heard about "Trump Accounts," but what exactly are they?In this article, we break down the details, incl...
06/02/2026

You've probably heard about "Trump Accounts," but what exactly are they?

In this article, we break down the details, including eligibility requirements, contribution limits, tax considerations, and potential benefits for families. Read more to learn how these accounts work and how they compare to other savings options.

Trump Accounts are a new child-focused savings option with a federal seed contribution, annual contribution limits, and special tax rules. Here’s how they work, who qualifies, and what families should know.

Memorial Day is a time to pay tribute to those who made the ultimate sacrifice in service to the United States. They wil...
05/25/2026

Memorial Day is a time to pay tribute to those who made the ultimate sacrifice in service to the United States. They will always be remembered. Wishing you and your loved ones a peaceful Memorial Day holiday.

The Federal Reserve kept interest rates steady at 3.5%–3.75%, a decision markets largely expected. Policymakers remain d...
05/18/2026

The Federal Reserve kept interest rates steady at 3.5%–3.75%, a decision markets largely expected. Policymakers remain divided on what comes next, balancing ongoing inflation concerns with changing economic conditions. Recent data continues to show steady job growth while inflation remains above long-term targets.
Source:

The Federal Reserve on Wednesday released its latest decision on interest rates.

Scams are getting more advanced, and harder to spot. Awareness is your best defense. Learn the warning signs and how to ...
05/06/2026

Scams are getting more advanced, and harder to spot.
Awareness is your best defense. Learn the warning signs and how to protect yourself in our latest blog.

As scams continue to evolve, staying informed is one of the best ways to protect your financial well-being.

Last week, we proudly celebrated the 15th anniversary of opening our doors in San Antonio! Over the years, Platinum Weal...
05/05/2026

Last week, we proudly celebrated the 15th anniversary of opening our doors in San Antonio! Over the years, Platinum Wealth Solutions of Texas, LLC has been incredibly blessed with outstanding clients and a dedicated team of advisors and staff who make our work meaningful every day. It is truly an honor to serve this community and to grow alongside so many wonderful families and businesses. As we look ahead with gratitude and excitement, we are confident the best is yet to come. Thank you for the trust you’ve placed in our firm and we look forward to the next 15 years together!

Global trends are starting to impact the U.S. economy—especially energy.• Gas prices have climbed to ~$4.10/gal, adding ...
04/28/2026

Global trends are starting to impact the U.S. economy—especially energy.

• Gas prices have climbed to ~$4.10/gal, adding pressure for households and businesses
• Inflation is ticking up, largely driven by energy costs
• Growth is still expected, but may slow slightly
• Spending remains steady, though consumer confidence is mixed

What’s next will depend on energy prices, inflation, and Fed decisions.


Source:

The Iran war is starting to show up in the U.S. economy in ways both obvious and not so much.

Scammers are now using fake CAPTCHA prompts (like “I’m not a robot”) to trick users into compromising their devices.If a...
04/22/2026

Scammers are now using fake CAPTCHA prompts (like “I’m not a robot”) to trick users into compromising their devices.

If a prompt asks you to click “Allow,” enable notifications, download anything, or take extra steps — it’s a red flag. 🚩

Stay cautious with unexpected pop-ups, ads, or redirects — legitimate CAPTCHAs won’t ask for more than a simple check.


Source:

Cybercriminals are increasingly using fake CAPTCHA prompts to trick users into enabling malware and scam notifications Security experts warn the ta

Spring cleaning doesn’t have to be a daunting task.Now is the best time to give your finances a reset. A seasonal review...
04/20/2026

Spring cleaning doesn’t have to be a daunting task.

Now is the best time to give your finances a reset. A seasonal review can help you cut waste, reduce stress, and make sure your money is still aligned with your goals.

👉 Check out our latest blog for 7 quick ways to refresh your money and start feeling more in control.

Spring is a smart time to give your finances a reset. A seasonal review can help you cut waste, reduce stress, and make sure your money is still aligned with your goals.

Tax Day is here! If you filed your taxes early, you might have already received your refund. Don't forget to use it wise...
04/15/2026

Tax Day is here! If you filed your taxes early, you might have already received your refund. Don't forget to use it wisely, whether it's paying off debt or treating yourself to something special.

Address

3522 Paesanos Pkwy, Ste 100
San Antonio, TX
78231

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm

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