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Tulsa Office

7335 South Lewis Ave

Suite 306
Tulsa, OK 74136

Mesa Office

2929 North Power Road Suite 101

Mesa, AZ 85215

Become a Client

Put yourself on the right path to pursuing your goals. Becoming a Fidler Wealth Management, Inc. client is as easy as it is rewarding. Your relationship with us will be based on mutual trust and open communication. Our team will combine intelligent decisions with high quality client service and satisfaction.

Simply Contact Us to schedule a meeting at a convenient time for you. You’ll be provided an opportunity to meet our advisors and learn firsthand how we can help you manage your wealth on your terms.

No Obligation, Initial Meeting

At Fidler Wealth Management, Inc. we understand that building lasting relationships is a two-way street. Our initial meeting will focus on you, your family and your goals and aspirations. You’ll have an opportunity to interview us and find out how our services and approach may help you pursue your financial goals. Together, we will determine if we are a good fit for each other. We respect the confidentiality of all information discussed or documents reviewed.

To ensure we spend our time together wisely and efficiently for your benefit, we suggest you bring the following information and documents to our initial meeting, as applicable:

  • Dates of birth (for you, your spouse and children)
  • Social Security numbers (for you, your spouse and children)
  • Names of children
  • Most recent tax return
  • Social Security statements or estimates
  • Any estate planning documents
  • Retirement plan information—401(k), IRA, 403(b)
  • Most recent investment and savings statements
  • Brokerage, mutual fund and annuity account statements
  • Debt, mortgage, credit card, auto loans, interest rates, amount of payments
  • Life insurance statements
  • Real estate values
  • Addresses of various residences

We look forward to meeting you and determining how we can help you pursue your lifestyle goals.