Our Services
Council Oak Wealth Advisors is a full-service advisory practice in Oklahoma. Our mission is to care for your financial affairs with vigilance and integrity. With a higher degree of fee flexibility than most major firms, we provide the best value that you can find for your money.
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Wealth Management
Consider us your personal wealth council. We address all your financial concerns and tailor a plan to fit your needs and achieve your goals.
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Portfolio Management
Get access to professionally managed discretionary portfolios, customized to meet your long-term financial objectives.
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Financial Consulting
We provide individualized stand-alone services for retirement planning, portfolio holdings, insurance, estate design, and more.
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Entrepreneurs
If you are building or growing a business, we can help you figure out when to accept risk and how to take strategic chances. We also specialize in business exit strategies for when you’re ready to sell your company and transfer ownership.
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Retirees
Before retirement, we assist clients in building a plan to save and invest enough to meet their retirement needs. Once retired, we help clients manage their outflows and the volatility in their portfolios.
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Aspiring Investors
As a beginning investor, you’ll need to navigate more information and data than ever before. Partner with us to discover simple, effective ways to make sure you meet all your financial goals.