Olistico Wealth is a private, independent wealth advisory firm for ultra-high net worth families in the Midwest. By developing relationships with affluent families, and individuals, often multi-generational, we strive to provide exceptional service and solutions for unique and complex financial circumstances.
Our team's three decades of experience working with clients distinguish us from other firms, and we have built our company on honesty, integrity, trust, and innovation. Communication is vital to discover a client's financial needs and work with them to create a clear path to achieve their goals using specialized investment solutions and collaborating with our trusted network of experts.
Let's discuss how Olistico Wealth can help guide your financial journey.
Company Details
- Employees
- 5
- Founded
- -
- Address
- 2431 E 61st St,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.olisticowealth.com
- Keywords
- Business Owner Succession Strategies, Investment Consulting, Relationship Management, Legacy Transitioning, Wealth Management.
- HQ
- Tulsa, Oklahoma
Olistico Wealth Questions
Olistico Wealth's website is http://www.olisticowealth.com
Olistico Wealth's LinkedIn profile is https://www.linkedin.com/company/olistico-wealth
Olistico Wealth has
5 employees.
View email and phone details for 5
employees at Olistico Wealth.
Olistico Wealth's industry is
Financial Services
Olistico Wealth's top competitors are
Aero Capital,
Scissortail Wealth Management,
N C N Financial Group,
Narrow Gate Wealth Management,
Duvall Architects,
The Tranel Group,
Elevate Wealth Management,
Hnw Advisory Group,
Sullivan Financial Solutions,
Tall Grass Capital.
Olistico Wealth's categories are Financial Services
Olistico Wealth's founding year is 2021
