Find answers to common questions about our financial planning, investment strategies, retirement planning, and wealth management services.
Wealth Oklahoma serves both individual and corporate / institutional clients. We manage individual accounts and IRAs, as well as accounts for entities such as trusts, foundations, and nonprofits.
Wealth Oklahoma is an independent registered investment advisor. We work closely with each client to fully understand their objectives and goals, then tailor investment recommendations to the specific requirements of each customer. We offer:
Wealth Oklahoma offers both internally managed portfolios, as well as portfolios managed under sub-advisory agreements. The internally managed portfolios we offer include:
We work with anyone serious about growing their assets, whether you’re planning for today, the future, or the next generation. If you’re looking for a long-term financial advisor who understands your vision and shares your values, the team at Wealth Oklahoma would be happy to discuss your options.
We offer an array of fixed-income products, including treasury securities, municipal bonds, corporate bonds, money market accounts, and CDs.
The minimum size for accounts managed on a discretionary basis is $100,000.
Clients’ securities are custodied in individual accounts at Raymond James Financial Services Inc., a member of both the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC).
Wealth Oklahoma offers proprietary managed portfolios tailored to the needs and goals of clients. These portfolios are built on a robust foundation of research and expertise, with each option undergoing a rigorous selection process. As an independent firm, our team of experienced financial advisors personally handles all aspects of your investments. You can be confident that every decision has been made with your wealth in mind.
Have questions that aren’t addressed? Please contact us — we’re here to help.
