Experienced Advisors

Why Michigan Financial Companies & Platinum Wealth Solutions?

We empower our advisors to help their clients reach the next level. Our team approach adds perspective to all we do and provides increased benefits to our clients. We have a passion for excellence, offer uncommon service, and place great emphasis on accountability. For more information about our firm and the services we offer, send us an email or call the office. 

A Rising Tide Lifts All Ships

  • From 2003 to 2018, our firm's Premium/GDC has grown from $2.5 million to $19.7 million.
  • Advisors who have been with our firm since 2004 have experienced 15.13% growth over the course of 14 years.
  • $293 Million+ Client Assets (As of 7/31/19****).
  • 71% Retention Rate (2015-2018)

Your Unique and Unfair Advantage

Our firm provides first-class resources to support you in the success of your business, including:

  • The Marketing Implementation System
  • Financial Planning Team
  • The Trusted Alliance Program
  • The Advisors' Coach
  • The Technology & Social Media Advantage
  • The Mentorship Program

Recognition

  • Consistently ranked in the top 3 Small Business Companies of SE Michigan by the Detroit Free Press Top Workplaces, 2008-2018*
  • Named one of the 101 Best and Brightest Companies to Work For by the Michigan Business and Professional Association, 2008-2018*
  • Ranked #9 on Crains Detroit Business Insurance List*
  • #5 Largest San Antonio Financial Planning Firms in 2019**
  • #14 Largest San Antonio Financial Planning Firms by Assets in 2019**
  • #21 Best Places to Work in San Antonio in the Small Employer Category***

Additional Resources

What is Your Vision of Success? - An overview of two of our proven success systems to create your ideal practice.

*Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.
**The 2019 Largest San Antonio Financial Planning Firms list is compiled by the San Antonio Business Journal in San Antonio, Texas. Ranking is based on information provided by the financial professional. This includes total number of local staff, types of investments, and assets under management locally among other factors. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.
***The 2019 Best Places to Work in San Antonio is issued by the San Antonio Business Journal. Nominees may have applied for the award and winners are chosen through an online survey that measures employee engagement. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.
****Source: Advisor Business Intelligence, Royal Alliance Associates, Inc.

 

For more information or questions about joining our team, please contact:

Elizabeth Valenti - Sr. Vice President
(210) 998-5036 evalenti@pws-texas.com

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