The Tulsa Wealth Advisors team helps focus your attention on the specific obstacles and dangers that could damage your quality of life and put your lifetime vision at risk. With our focus zeroed in on your specific goals, we are able to consider the big picture, while tending to the smallest of details, to develop and implement strategies to help you pursue your life and financial goals. Learn more.
Clients have access to several asset management options. Asset Allocation models provide a diversified investment approach built around Modern and Post-Modern Portfolio Theory. In addition, our seasoned research teams offer recommendations on individualized stock and bond portfolios. Learn more.
2021 Mid-Year Update
Dennis Zeimet, CFP®