Wealth Management

Related Services

We are a powerful partnership working for you.

With our team-based approach, we help make sure each piece of your financial strategy is in place.


Who We Are

Premier Wealth Advisors is an independent wealth management practice focused on providing financial confidence to the clients we serve. We maintain long-term relationships with individuals, foundations and companies who value our collective experience and integrity.

What We Do

We take the time to not only understand your financial situation, but also your values and the future you envision for yourself and your family. We are relationship-oriented, not transaction driven.

When we understand who you are and what’s important to you, we evaluate your entire financial picture and provide an action plan to help make your goals a reality. We will only then provide recommendations on investments, insurance planning, tax and income planning. With our team-based approach, we collaborate to help make sure each piece of your financial strategy is integrated and aligned with your objectives.

Our Alliances

In addition to our collaboration with our specialists and partners at Premier Consulting Partners, LLC, we are a member of Fusion Advisor Network, a group of leading independent financial advisory firms sharing knowledge, best practices and planning strategies within a community of committed financial service professionals. You can benefit from the depth of combined experience, the diversity of our resources and the shared knowledge of wealth management trends and strategies.

Through NFP Advisor Services, LLC, a leading independent broker/dealer, we have access to resources, technology and oversight of a financially strong investment broker/dealer.

Our Complete Service Offering Understanding You
  • Goals and Objectives
  • Net-Worth Analysis
  • Cash-Flow Analysis
  • Legacy Wishes
  • Gifting and Philanthropy
Customized Financial Planning
  • Retirement Needs
  • Distribution Strategies
  • Education Funding Strategies
  • Survivor Needs
  • Disability Coverage
  • Long-Term Care
  • Estate Planning
  • Asset Allocation
  • Portfolio Performance and Benchmarking
Comprehensive Wealth Management
  • Conservation of Wealth
  • Trust Integration
  • Charitable Giving
  • Tax Strategies
  • Executive Compensation
Deferred Compensation Stock Options Concentrated Equity Positions Business Planning

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Premier Wealth Advisors is not affiliated with Kestra IS or Kestra AS.

This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 512-697-6000.


Contact

For more information about Premier's Wealth Management services, please
contact us.



P. (918) 970-4860
P. (888) 295-7410
F. (918) 970-4884

10441 S. Regal Blvd. Suite 100
Tulsa, Oklahoma 74133

  • Contact
  • 10441 S. Regal Blvd. Suite 100
  • Tulsa, Oklahoma 74133
  • P. (888) 295-7410
  • F. (918) 970-4884