What are some popular wealth management services?

Wealth management services offered by a skilled wealth manager in Tulsa, OK are comprehensive and tailored to meet the financial needs of high net worth individuals. The wealth manager can provide a wide range of services, including investment management, tax planning, estate planning, retirement planning, and risk management. With a deep understanding of the local economy and investment landscape, the wealth manager can offer unique insights into opportunities and risks specific to Tulsa, OK. For instance, Tulsa is home to a thriving energy industry, and the wealth manager can help clients navigate the complex regulations and market dynamics of this sector. Additionally, Tulsa has a rich history of philanthropy, and the wealth manager can advise clients on charitable giving strategies that align with their values and financial goals. With their expertise and personalized approach, a wealth manager in Tulsa, OK can help clients build and preserve wealth for generations to come.

What are people saying about wealth management services in Tulsa, OK?

Tulsa, OK is the perfect place to find a wealth manager that meets your financial needs. This city boasts a diverse economy with a thriving energy sector, making it an ideal location for individuals seeking financial stability and growth. With its strong business community and access to top-notch financial institutions, Tulsa offers a wealth of resources and expertise when it comes to managing your assets. Additionally, the city's rich cultural heritage and vibrant arts scene provide a unique backdrop for financial planning, allowing for a more holistic approach to wealth management. Whether you're looking to invest in the stock market, plan for retirement, or simply build your net worth, Tulsa's wealth managers are equipped to help you achieve your financial goals with confidence and ease. So if you're looking for a trusted advisor to guide you through the complex world of finance, look no further than Tulsa, OK.

What does a wealth manager do?

A wealth manager in Tulsa, OK is responsible for overseeing the financial portfolios of high net worth individuals and families. They work closely with their clients to understand their unique financial goals and objectives, and then develop personalized investment strategies to help them achieve those goals. In Tulsa, OK, a wealth manager must take into account the unique economic landscape of the city, which is heavily influenced by the oil and gas industry. This means that wealth managers in Tulsa must be well-versed in energy sector investments and be able to navigate the volatility that often comes with this industry. Additionally, they must be able to help their clients navigate the complex tax laws and regulations that exist in Oklahoma, as well as the federal tax code. Overall, a wealth manager in Tulsa, OK plays a crucial role in helping their clients build and preserve their wealth over the long-term.

When should you get a wealth manager?

Tulsa, OK residents should consider reaching out to a wealth manager when they start to experience significant changes in their financial situation. This may include receiving a large inheritance, selling a business, or experiencing a sudden increase in income. Tulsa, OK is a city that has experienced significant economic growth in recent years, with a thriving energy sector and a growing technology industry. As a result, many residents may find themselves with more money than they know how to manage. A wealth manager can help these individuals navigate the complexities of wealth management, including tax planning, estate planning, and investment strategies. With their expertise and guidance, Tulsa, OK residents can ensure that their wealth is protected and grows over time.

How do I choose the right wealth manager?

A wealth manager in Tulsa, OK must possess a unique set of qualities to effectively manage the financial portfolio and investments of their clients. Firstly, they must have a deep understanding of the local economy and market trends. Tulsa, OK is home to a diverse range of industries, including energy, finance, and healthcare. Therefore, a wealth manager must have a comprehensive understanding of the local market and how it may impact their clients' investments. Additionally, a wealth manager must be highly analytical and able to make informed decisions based on data and market research. They must also possess excellent communication skills to effectively communicate with their clients and provide them with regular updates on their investments. Finally, a wealth manager must be trustworthy and ethical, as they are responsible for managing their clients' finances and ensuring that their investments are secure. In summary, a successful wealth manager in Tulsa, OK must be knowledgeable, analytical, communicative, and trustworthy.

What are the best wealth management firms in Tulsa, OK?

Tulsa, Oklahoma is a bustling city with a thriving economy, making it a hub for top wealth management firms. Among these firms is the renowned Regent Financial Group. With over 30 years of experience in the industry, Regent Financial Group has established itself as a leader in the wealth management space. The firm's team of experts provides tailored financial solutions to high-net-worth individuals, families, and businesses in Tulsa and beyond. What sets Regent Financial Group apart is their commitment to delivering exceptional customer service. They take the time to understand their clients' unique needs and create customized plans to help them achieve their financial goals. In a city known for its oil and gas industry, Regent Financial Group stands out as a beacon of financial expertise and innovation.

How do wealth managers get paid?

Wealth managers in Tulsa, OK get compensated in various ways. One of the most common ways is through a percentage of the assets under management, which can range from 0.5% to 2% depending on the size of the portfolio. Another way is through commissions earned on the sale of financial products such as mutual funds, annuities, and insurance policies. Some wealth managers may also charge a flat fee for their services, which can be negotiated based on the complexity of the client's financial situation. In Tulsa, OK, wealth managers may also receive compensation through referral fees from other professionals such as attorneys or accountants. It is important to note that wealth managers in Tulsa, OK are subject to the same regulations and standards as those in other states, but may also need to comply with state-specific laws and guidelines.

Find the Best Wealth Management Services in Tulsa, OK

Connect With a Wealth Manager

List of Firms

Tulsa, OK Wealth Management Firms

Scissortail Wealth Management

SEC File# 801-114094

CRD# 297761

1203 E 33rd St #100, Tulsa, OK 74105, USA

(918) 956-0500

http://www.scissortailwealth.com/

Directions

Prime Wealth Management - Ameriprise Financial Services, LLC

2431 E 61st St Ste 400, Tulsa, OK 74136, USA

(918) 388-2009

https://www.ameripriseadvisors.com/team/prime-wealth-management/?cid=IP_local_google

Directions

Northstar Wealth Management LLC

5 out of 5

6660 S Sheridan Rd #205, Tulsa, OK 74133, USA

(918) 508-2834

http://www.northstarwm.com/

Directions

Mariner Wealth Advisors

SEC File# 801-111823

CRD# 289886

4200 E Skelly Dr Suite 950, Tulsa, OK 74135, USA

(918) 991-6900

https://www.marinerwealthadvisors.com/?utm_source=google-my-business&utm_medium=organic

Directions

Villines Wealth Management

5 out of 5

5800 E Skelly Dr Suite 721, Tulsa, OK 74135, USA

(918) 877-9099

http://www.villineswealth.com/

Directions

Fitzgerald Miller Wealth Management - UBS Financial Services Inc.

6120 S Yale Ave Suite 1800, Tulsa, OK 74136, USA

(918) 712-3170

https://advisors.ubs.com/fitzgerald-miller-wealth-management/?utm_source=Yext&utm_medium=GMB&utm_campaign=166308&y_source=1_MTg4ODc3NzYtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D

Directions

Merrill Lynch Wealth Management Advisor Alan H Ford

6100 S Yale Ave Suite 1500 & 1650, Tulsa, OK 74136, USA

(918) 496-7429

https://fa.ml.com/oklahoma/tulsa/fhbgroup

Directions

Where Wealth Management Advisors in Tulsa, OK Serve

Tulsa, Oklahoma is a vibrant city with a rich history and diverse culture. The city boasts a number of landmarks, including the iconic Golden Driller statue, the stunning Philbrook Museum of Art, and the historic Cain's Ballroom music venue. Top employers in Tulsa include companies like American Airlines, Saint Francis Health System, and Williams Companies. Major highways that run through the city include I-44 and US-75, while major streets include Peoria Avenue and Riverside Drive. Tulsa is also home to a number of unique neighborhoods, such as Cherry Street, Brookside, and the Pearl District, each with their own distinct character and charm. With so much to see and do, Tulsa is a must-visit destination for anyone looking to experience the best of Oklahoma.

Nearby Locations

Ardmore, OK Bartlesville, OK Canadian County, OK Cleveland County, OK Comanche County, OK Edmond, OK Kingfisher County, OK Logan County, OK

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Tulsa, OK could benefit from a bank in numerous ways. Firstly, the bank could provide financial assistance to small businesses in the area, which could lead to an increase in job opportunities for local residents. Additionally, banks could offer home loans to those looking to purchase property in Tulsa, which would aid in the growth of the local real estate market. Moreover, banks could offer financial education programs to the community, which would help residents better understand how to manage their finances and invest their money wisely. Furthermore, banks could provide loans to students looking to attend college or vocational schools, which would help to increase the overall education level of the community. Lastly, banks could offer charitable donations to local organizations, such as food banks and homeless shelters, which would aid in the fight against poverty and homelessness in Tulsa.

Insurance Broker

Residents of Tulsa, OK can benefit from the services of an insurance broker in several ways. Firstly, an insurance broker can help them navigate the complex insurance market and find the best insurance policies that meet their unique needs and budget. With Tulsa being home to several large corporations and small businesses, an insurance broker can help business owners find the right insurance coverage to protect their assets and employees. Additionally, Tulsa is prone to severe weather conditions such as tornadoes, hailstorms, and flash floods, which can cause significant damage to properties. An insurance broker can help homeowners and renters in Tulsa find comprehensive insurance policies that cover natural disasters and other unforeseen events. Lastly, an insurance broker can provide valuable advice on how to file insurance claims and negotiate with insurance companies in the event of a loss. Overall, residents of Tulsa, OK can benefit greatly from the expertise and guidance of an insurance broker.

Retirement Planning

Residents of Tulsa, OK can benefit from the expertise of a retirement planner in several ways. First and foremost, a retirement planner can help them create a comprehensive retirement plan that takes into account their current financial situation, future goals, and any unique circumstances that may affect their retirement. This is especially important in Tulsa, where the cost of living is relatively low compared to other cities in the United States. A retirement planner can help residents of Tulsa maximize their retirement savings and investments to ensure they have enough money to live comfortably in retirement without sacrificing their current lifestyle. Additionally, a retirement planner can help residents of Tulsa navigate the complex world of Social Security and Medicare, which can be particularly confusing for those who are not familiar with these programs. By working with a retirement planner, residents of Tulsa can ensure that they are making informed decisions about their retirement and are prepared for whatever the future may bring.

Financial Advisor

Residents of Tulsa, OK can benefit from the services of a financial advisor in several ways. Firstly, a financial advisor can help residents of Tulsa navigate the complex tax laws that are specific to Oklahoma. This includes understanding the state's sales tax, property tax, and income tax laws. Additionally, a financial advisor can help residents of Tulsa create a budget that takes into account the city's high cost of living, which is notably higher than the national average. Furthermore, a financial advisor can help residents of Tulsa plan for retirement, which is especially important given that the state's retirement system faces significant funding challenges. Lastly, a financial advisor can help residents of Tulsa make informed investment decisions that align with their financial goals and risk tolerance, taking into account the city's unique economic factors such as its strong presence in the energy and aerospace industries.

Mortgage Loan Officer

Residents of Tulsa, OK can benefit from the expertise of a mortgage loan officer in several ways. With the city's diverse housing market, including historic homes in the Maple Ridge and Midtown neighborhoods, and new developments in Owasso and Broken Arrow, a mortgage loan officer can help residents navigate the complexities of the local real estate market. They can assist with finding the right loan program that suits the needs of the borrower, including first-time homebuyers, veterans, and those seeking to refinance. Additionally, with Tulsa's economy driven by the energy, aerospace, and healthcare industries, a knowledgeable loan officer can guide residents through the application process for specialized loan programs that may be available to them. Overall, a mortgage loan officer can provide invaluable support to residents of Tulsa, OK looking to achieve their homeownership goals.

Tax Services

Residents of Tulsa, OK could benefit from the guidance of a tax advisor in several ways. For instance, tax advisors can help residents navigate the complex tax laws and regulations in Tulsa, OK, which can be quite perplexing. They can also assist in identifying tax deductions and credits that residents may be eligible for, such as those related to home ownership or education expenses. Additionally, tax advisors can provide guidance on tax planning strategies that can help residents minimize their tax liabilities and maximize their refunds. Moreover, with the recent changes in the tax laws, tax advisors can help residents understand how these changes may impact their tax situation and provide advice on how to adjust their tax planning accordingly. Overall, tax advisors can provide invaluable assistance to residents of Tulsa, OK in ensuring that they comply with the tax laws and regulations while minimizing their tax burden.

Estate Planning Lawyer

Residents of Tulsa, OK can benefit from the services of an estate planning lawyer in a variety of ways. One specific aspect unique to Tulsa is the importance of planning for natural disasters. With the city being located in Tornado Alley, it is crucial to have a comprehensive plan in place to protect assets and ensure the smooth transfer of property in the event of an unexpected disaster. An estate planning lawyer can assist with creating legal documents such as a living trust or will to ensure that assets are distributed according to the individual's wishes. Additionally, an estate planning lawyer can provide guidance on tax planning, asset protection, and healthcare directives. By working with an estate planning lawyer, residents of Tulsa can have peace of mind knowing that their assets and loved ones will be taken care of in the event of an unexpected disaster or unforeseen circumstances.