Tulsa, OK 74135
Wealth Management From a Top-Ranked Advisory Firm
Our wealth advisors in Tulsa, Oklahoma, partner with individuals, families and professionals who have complex finances and taxes to create personalized financial plans designed to last.
As a top 6-ranked advisor in Oklahoma by Barron’s for 2019-2020, we offer in-house wealth management services including investment management, estate planning and trust services, tax planning and preparation, personal insurance solutions and specialized business services. Our wealth advisors are dedicated to putting your interests first and helping you navigate your financial future.
Advisors Serving Tulsa
Barron’s – Top 1200 Financial Advisors by State – Jana Shoulders #6 in 2020; #5 in 2019. The State rankings draw from all 50 states, plus the District of Columbia, with the number of ranking spots distributed in proportion to state population and wealth. Rankings are based on data provided by individual advisors and their firms. Advisor data is confirmed via regulatory databases, crosschecks with securities firms and conversations with individual advisors. The formula Barron’s uses to rank advisors is proprietary and has three major components: assets managed, revenue produced and quality of practice. Investment returns are not a component of the rankings because an advisor’s returns are dictated largely by the risk tolerance of clients. The quality-of-practice component includes an evaluation of each advisor’s regulatory record. The award is not indicative of future performance and there is no guarantee of future investment success. For additional information, visit www.barrons.com.