Willow Oak Wealth
OUR APPROACH

WHAT TO EXPECT
FROM US

For those prioritizing a strategic approach to investing, Willow Oak Wealth relentlessly pursues balanced financial solutions, building readiness for life’s possibilities.

There are no traffic jams along the extra mile.

VALUES THAT PROVIDE PEACE OF MIND

We create Strong Bonds

​​We Create Strong Bonds

We have a deep-rooted passion for relationships, and we understand that long-term financial security requires a solid foundation of trust. By connecting with clients on a personal level, we work closely with you to build partnerships that are much more than just transactions – we truly value our clients and are a real part of their lives.

We prize partnership.

We go the Extra Mile

We go the Extra Mile

Our services branch out beyond the basics because there is no “basic” client. By offering personalized, holistic financial planning, educating clients, being responsive to their needs, providing relentless solutions, and adhering to high ethical standards, we always work diligently to safeguard clients’ financial futures.

We do whatever it takes.

We see the Forest and the Trees

We see the Forest and the Trees

We strive to understand what it’s like to be on the other side of the desk and empathize with clients’ situations, so we can provide more informed plans that consider our clients’ goals, fears, and constraints. This leads to more effective communication and problem-solving.

We provide a unique perspective.

THE WILLOW OAK WELCOME

At Willow Oak Wealth, we recognize that achieving financial well-being begins with a thorough understanding of your individual circumstances. Expect a collaborative, transparent, and supportive partnership that empowers you to achieve financial stability and success with confidence.

1.

Connect & Chat
During our first meeting , we’re excited to get to know you better! We’ll talk about your current situation, your expectations, financial goals, and the timeframes that work for you. This helps us get a comprehensive view of your current financial picture.

2.

Analyze & Assess
Afterwards, we'll dive into gathering and analyzing your information. This includes assessing your cash flow, budgeting, debt management, investment portfolio, insurance coverage, and tax situation. We'll also evaluate any risks or gaps that need to be addressed. Our team of experts will work their magic to make sense of it all.

3.

Plan & Prepare
This is where we’ll start planning and developing investment strategies tailored to your goals, personal comfort with risk, and your unique situation. This comprehensive plan will outline specific recommendations and strategies dealing with investments, retirement, tax planning, insurance review, and estate planning to help you achieve your objectives.

4.

Implement & Integrate
We're ready to put your personal investment strategy into action and build a well-rounded portfolio for you. This may involve opening new investment accounts, adjusting your budget, refinancing debts, or coordinating with other professionals, such as tax advisors or estate planners. We'll guide you through each step, ensuring a smooth and efficient implementation process.

5.

Review & Revise
Financial planning is not a one-time event; it's an ongoing process. We'll schedule regular review meetings to monitor your progress, assess any changes in your circumstances, and make necessary adjustments to your plan. This helps us stay aligned with your goals and adapt to any changes in the market or your personal life. Your success is our priority!

Build lasting financial security and success with Willow Oak Wealth. Experience the benefits of partnering with a trusted advisor who’s rooted in relationships!

Let's Connect

Willow Oak Wealth is a Tulsa, Oklahoma-based financial advisor whose mission is to enrich clients' financial futures based on their unique goals. For those seeking a financial advisor who values building strong relationships, Willow Oak Wealth takes the time to create personalized plans that match each client’s vision of the future.

CONTACT US

3704 South Braden Place
Tulsa, OK 74135

918.344.3867

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© Willow Oak Wealth

Disclosures

Willow Oak Wealth is an investment adviser located in Tulsa, OK.  This website should not be construed as a solicitation to effect, or attempt to effect, transactions in securities or the rendering of personalized investment or tax advice for compensation, over the internet. Advisory services offered through Sowell Management, a Registered Investment Advisor.  Additional information about Sowell Management (CRD# 127145/SEC# 801-63991) is available on the SEC’s website at www.adviserinfo.sec.gov or FINRA’s BrokerCheck at https://brokercheck.finra.org/

Disclosures