Wealth Oklahoma

Wealth Oklahoma is a financial planner in Tulsa, Oklahoma. The firm provides personalized wealth management, financial planning, retirement planning, and investment management services to both individual and institutional clients. Serving the local community and surrounding areas, the firm specializes in creating customized strategies to protect and grow assets through equity and fixed-income management services.

Formed in 2025 through the merger of Stolper Asset Management and DCH Financial Services, Wealth Oklahoma brings together decades of wealth management expertise. The firm operates as an independent registered investment advisor, utilizing a partnership with Raymond James to combine major corporate resources with boutique-level personal service. Their offerings include managed investment programs, such as equity portfolios focused on long-term value and strategic portfolios utilizing Exchange-Traded Funds and Closed-End Funds. The team provides professional management for various account types, including IRAs, trusts, foundations, and nonprofits.

Located on S Lewis Ave, the office is situated near the intersection of East 21st Street South. The business is a short distance from the Monte Casino School and is approximately a quarter-mile from the Utica Square Post Office.

Wealth Oklahoma is recognized for its dedication to integrity, objectivity, and excellence in investment performance. The firm is known for its commitment to helping clients create and preserve wealth through deep, diligent analysis and a disciplined, long-term approach to investment strategies.

With deep Tulsa roots and decades of combined experience, Wealth Oklahoma serves as a trusted partner for those seeking comprehensive financial planning in Tulsa.