Roo, Ricco, and Phoebe Franz

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Barketing Manager

Office

34220 Gateway Drive,
Suite 100,
Palm Desert, CA 92211

Contact Info

E: info@franztatum.com
P: 760-770-2003

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Check the background of your financial professional on FINRA’s BrokerCheck.

The Financial Consultants at Franz Tatum Wealth Management are registered representatives with, and securities offered through, LPL Financial, Member FINRA / SIPC. Investment advice offered through WCG Wealth Advisors, a registered investment advisor. WCG Wealth Advisors, The Wealth Consulting Group and Franz Tatum Wealth Management are separate entities from LPL Financial.

The LPL registered representative/s associated with this website may only discuss and/or transact business with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Additionally, our representatives are registered insurance advisors offering services exclusively in the following states: AZ, CA, CO, IL, FL, LA, MA, MT, NC, NE, NM, NV, OR, TN, TX, and WA.

Gloria Romero Franz California 34220 Gateway Drive, Suite #100, Palm Desert, CA 92211 CA Insurance Lic. #0A46101. Nila Lynn Tatum California 34220 Gateway Drive, Suite #100, Palm Desert, CA 92211 CA Insurance Lic. #0C59248

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

LPL Financial Form CRS

Wealth Consulting Group Form CRS