Westby Office

Regent Wealth Management is a financial planning and investment firm based in Tulsa, OK. They offer personalized services to help individuals retire confidently by addressing key questions and concerns related to retirement planning. Their team of professionals guides clients through the process of creating a comprehensive financial plan, reviewing investments, setting goals, and presenting multiple plan scenarios. With a focus on client satisfaction, Regent Wealth Management aims to provide clear explanations, recommendations in the client's best interest, and flexible meeting options.Generated from the website

Bridgecreek Investment Management, founded in 2004 by Chuck Fuller and Brian Carney, is a boutique wealth management firm based in Tulsa, Oklahoma, dedicated to serving high net worth families, corporations, and family foundations. With a mission centered on outstanding portfolio performance and personalized client service, Bridgecreek manages over $1 billion in assets, earning a reputation as one of the Top 100 Wealth Managers in the United States from 2007 to 2012. The firm's investment philosophy emphasizes a broad search for value across various asset classes, sectors, and industries to identify the most attractive growth opportunities for clients. Recognized for its unique approach and commitment to client interaction, Bridgecreek stands out as the highest ranked wealth management firm in Oklahoma, consistently delivering tailored financial strategies in an ever-changing economic landscape. Generated from the website

The advisor listed is an Ameriprise financial advisor in Tulsa. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. I help my clients achieve their dreams for today, tomorrow, and well into the future - using our exclusive Confident Retirement approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable steps, we can help take the uncertainty out of planning for your financial future. Take a few minutes now for a quick confidence check.I'm here to help you live the life you've earned. When you have the right financial advisor, life can be brilliant.