Platinum Wealth Solutions of Texas

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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 clients 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.

Like it or not, AI is changing the world around us, and the investment landscape is no exception. In the final part of o...
10/14/2026

Like it or not, AI is changing the world around us, and the investment landscape is no exception.

In the final part of our AI Economy series, we look at what AI’s continued growth could mean for the future of investing.
https://platinumwealthsolutionsoftexas.com/blog/the-ai-economy-part-5-what-ai-means-for-long-term-investors

AI could transform productivity, markets, and the economy. Learn what artificial intelligence means for long-term investors and why diversification and valuation still matter.

In September, the Federal Reserve raised interest rates to 3.75%–4.00% — the first increase in about three years.Higher ...
10/08/2026

In September, the Federal Reserve raised interest rates to 3.75%–4.00% — the first increase in about three years.

Higher rates can be tough for borrowers, but they can be good news for savers.

The average savings account pays just 0.64% annual percentage yield (APY), while some high-yield savings accounts are offering up to 4.2%.

💡 If your savings are still earning close to the average, it may be worth taking a second look at where your money is sitting.


Source:

The Federal Reserve recently raised interest rates for the first time since 2023.

AI’s impact goes far beyond technology, with energy demand, infrastructure and the workforce all evolving alongside it. ...
10/01/2026

AI’s impact goes far beyond technology, with energy demand, infrastructure and the workforce all evolving alongside it. Explore Part 4 of our AI Economy series to see what these changes could mean for businesses, jobs and the broader economy.

AI is reshaping energy, infrastructure, productivity, jobs, and the broader economy. Explore what these changes could mean for businesses and investors.

Higher mortgage rates are changing what homebuyers are considering.With 30-year fixed mortgage rates around 6.79%, more ...
09/22/2026

Higher mortgage rates are changing what homebuyers are considering.

With 30-year fixed mortgage rates around 6.79%, more buyers are looking at adjustable-rate mortgages, which had an average starting rate of 5.94%.

🔑 A lower starting rate can be appealing, but it’s important to understand how that rate could change over time.


Source:

Mortgage rates continue to rise, pushing some buyers to riskier, adjustable-rate loans in order to find savings. Rates are at the highest level since June 2025.

Do you know how much your employer-provided life insurance actually covers?Having coverage through work is a great benef...
09/14/2026

Do you know how much your employer-provided life insurance actually covers?

Having coverage through work is a great benefit, but it may not be enough to fully protect the people who depend on you.

This Life Insurance Awareness Month, take a closer look at your coverage and make sure it still fits your needs.

Read our latest article to learn 5 key things to consider when deciding if your employer-provided coverage is enough.

September is Life Insurance Awareness Month (LIAM), making it an opportune time to look beyond the simple question of whether you have life insurance and ask a more important one: Is the coverage you have actually enough? For many people, life insurance through work is a valuable benefit. But employ...

As we remember and honor this day in history, we reflect on the lives lost, the heroes who stepped forward, and the stre...
09/11/2026

As we remember and honor this day in history, we reflect on the lives lost, the heroes who stepped forward, and the strength and resilience that brought our nation together.

Today, we remember September 11, 2001, and honor all those who were affected by the events of that day. 🇺🇸

We remember. We honor. We will never forget.

Happy Labor Day!Today, we celebrate the dedication, effort, and hard work that keeps our communities moving forward. Whe...
09/07/2026

Happy Labor Day!

Today, we celebrate the dedication, effort, and hard work that keeps our communities moving forward.

Whether you're spending the day with family, enjoying the outdoors, or simply taking a well-deserved break, we hope you have a wonderful Labor Day!

September has a reputation. History has the receipts.The “September Effect” has been a recurring trend in the markets, b...
09/03/2026

September has a reputation. History has the receipts.

The “September Effect” has been a recurring trend in the markets, but that doesn’t necessarily mean investors should hit the panic button.

Take a closer look at the history, the reasons behind the trend, and what investors should keep in mind.
https://platinumwealthsolutionsoftexas.com/blog/the-september-effect-what-investors-should-know

September has historically been the worst month for the S&P 500. Learn what the “September Effect” means for investors and why history isn't a prediction.

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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