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Tulsa Wealth Advisors

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Tulsa Wealth Advisors

Overview:

Life Well Planned
We help you pursue your life and financial goals with greater clarity and confidence by promoting individualized strategies to help you attain new and greater success, enjoy your life more fully and build a lasting legacy.

THE FINANCIAL FREEDOM™ PROCESS

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.

ASSET MANAGEMENT

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.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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