Fidler Wealth Management
We believe that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.
Fidler Wealth Management, founded in 2002, is an independent wealth firm with an office in Tulsa, OK. As of February 1st, 2019, Fidler Wealth Management advised on over $100 million in brokerage assets and $50 million in advisory assets in excess of 20 states. Fidler Wealth Management is centered on creating customized investment portfolios seeking to maximize returns while attempting to minimize volatility.We believe this is critical to developing a realistic, sustainable, long term financial plan.
Our knowledgeable, client-focused team embraces a comprehensive approach to wealth management where investment, estate, and tax planning strategies are carefully aligned with individual needs and objectives.We utilize a proprietary, risk-management system designed with the goal of helping to manage volatility and protect clients from changing economic conditions.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most comprehensive methods available.
Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.
We invite you to check out all the material on our website. If you have any questions, please send us an email or call the office. We look forward to speaking with you.