Wealth Management

Investment Management & Financial Advisor Services

Wealth Management is a term that is broadly used by financial planners and wealth management advisors worldwide. But what exactly is it?In essence, wealth management is the ongoing process of enhancing financial security, protecting your assets, and reducing financial risk. It incorporates comprehensive financial planning, portfolio management, retirement and estate planning, tax strategies, as well as a blend of several other financial services. At First State Investment Advisors, we help manage your financial wealth so that you can live life with confidence and assurance that your assets are working just as hard as you are.Wealth management goes beyond other forms of financial advisement. Rather than only working with a financial planner to plan your financial future or an investment advisor to help you choose how and where to invest, a wealth manager combines many of the aforementioned financial services to meet your diverse needs. Financial planning and investment management of course play key roles in maintaining a higher net-worth, but wealth management also encompasses how to put that wealth to use.Perhaps you want to use your wealth to make an impact in the Tulsa community or with certain charitable efforts. Maybe you want to leave behind a legacy to ensure the financial security of future generations. At First State Investment Advisors, we believe that no two clients are exactly alike, and neither are their financial motivations. That is why we take the time to learn about you, your motivations, and your goals and create a wealth management strategy that is just as personal as our relationship with you.

Services that Fall Under the Wealth Management Umbrella:

  • Portfolio management
  • Estate planning
  • Retirement planning
  • Legal planning
  • Tax strategies
  • Philanthropy guidance
  • Financial planning

At First State Investment Advisors, it is all about you

Because every client is unique, we have designed our business structure and wealth management services with flexibility in mind. Our wealth management advisors work in a combined and coordinated effort to provide you with every customized service we offer, allowing us to effectively manage your every financial need under one roof.Contact us today to learn more about the wealth management services we offer in Tulsa, OK, and surrounding areas.

Contact us today to prepare for your tomorrow.


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