Broker Check

Team

At Platinum Wealth Solutions, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

Nick J. Valenti, CLU, ChFC, CFP®

President/Investment Advisor Representative

(210) 998-5000
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Nick Valenti has been very successful and has won numerous industry awards. He has a unique perspective in the financial services arena with experience in insurance and in banking.

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Elizabeth A. Valenti

Vice President

(210) 998-5036
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Elizabeth A. Valenti is Vice President of Platinum Wealth Solutions of Texas, LLC, a financial services firm specializing in estate planning, wealth accumulation, business planning and executive benefits.

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Kim Stine

Vice President

(248) 663-4764
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Kim Stine is a Vice President at Michigan Financial Companies, a financial services firm specializing in estate planning strategies, wealth accumulation, business planning and executive benefits for both publicly and privately-held...

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Michael A. Aguirre, LUTCF

Financial Advisor

(210) 998-5021
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Michael Aguirre began his career as a financial consultant in 1979. He applies his deep financial knowledge to helping clients make informed decisions using a comprehensive, “big picture” approach.

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Ronald R. Botello, FSS, CLTC

Investment Advisor Representative

(210) 998-5030
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Ronald Botello is an Investment Advisor Representative at Platinum Wealth Solutions of Texas, LLC, a financial services firm specializing in estate strategies, wealth accumulation, business strategies and executive benefits.

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Saul A. Garcia II, CFP®

Registered Representative

(210) 998-5018
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Saul A. Garcia is a financial professional at Platinum Wealth Solutions at Texas, LLC, a financial services firm focusing on estate strategies, wealth accumulation, business strategies and executive benefits for both publicly and...

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Clay Miller

Financial Advisor

(210) 998-5026
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Clay Miller is an Investment Advisor Representative at Platinum Wealth Solutions of Texas, LLC, a financial services firm specializing in estate planning strategies, wealth accumulation, business planning and executive benefits for...

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Brent McCrary, CLTC, LUTCF

Financial Advisor

(210) 998-5037
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Brent McCrary is a Financial Advisor at McCrary Stone Financial Solutions, a financial services firm specializing in estate strategies, wealth accumulation, business strategies and executive benefits.

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Patrick A. Reyna

Registered Representative

(210) 998-5025
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Patrick Reyna has been working in the financial services industry for over ten years. He believes that the best way to help his clients is by using an educational based comprehensive approach to help his clients.

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Jennifer L. Scroggins

Investment Advisor Representative

(210) 998-5010
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Jennifer Scroggins is an Investment Advisor Representative at Platinum Wealth Solutions of Texas, LLC. She has over 20 years of experience helping small business owners and families make sound financial decisions based on trust.

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Bruce W. Stroup, LUTCF, MBA

Investment Advisor Representative

(210) 998-5035
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Bruce Stroup, LUTCF, MBA is an Investment Advisor Representative at Platinum Wealth Solutions of Texas, LLC, a financial services firm specializing in estate strategies, wealth accumulation, business strategies and executive benefits.

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Michael A. Torres

Financial Advisor

(210) 998-5017
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Michael A. Torres is a Financial Advisor with Platinum Wealth Solutions of Texas, LLC, a financial services firm which specializes in estate strategies, wealth accumulation, business tactics, and executive benefits.

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Thomas A. Valenti

Investment Advisor Representative

(210) 998-5023
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Thomas A. Valenti is an Investment Advisor Representative at Platinum Wealth Solutions of Texas, LLC, a financial services firm focusing on estate strategies, wealth accumulation, business strategies and executive benefits.

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Nicholas C. Valenti, CFP®

Investment Advisor Representative

(210) 998-5038
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Nicholas C. Valenti, CFP® is an Investment Advisor Representative at Platinum Wealth Solutions at Texas, LLC, a financial services firm focusing on estate strategies, wealth accumulation, business strategies and executive benefits.

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