At Scissortail Wealth Management, founded by partners Rich Howard and Todd Welsh, we believe that financial advisory services should be shaped by the unique needs of each client we serve, from individuals to families to high-caliber institutions. Our personal approach and robust capabilities enable us to create customized investment solutions for families and businesses in Tulsa and across the United States. Whether managing your personal wealth or elevating your business to the next level, our team focuses on driving your success.
Scissortail Wealth Management is a Registered Independent Advisor (RIA) based in Tulsa, Oklahoma.
1203 E 33rd St STE 100, Tulsa, OK 74105 (918) 956-0500 www.scissortailwealth.com
Scissortail Wealth Management, LLC is an investment adviser registered under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply any level of skill or training. The information presented in the material is general in nature and is not designed to address your investment objectives, financial situation, or particular needs. Prior to making any investment decision, you should assess, or seek advice from a professional regarding whether any particular transaction is relevant or appropriate to your individual circumstances.
Company Details
- Employees
- 10
- Address
- 1203 E 33rd Pl, Tulsa,oklahoma 74145,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- Financial Planning, Education Planning, Estate, Charitable Giving, and Trust, Investment Strategies, Portfolio Management, Retirement Planning.
- HQ
- Tulsa, Oklahoma
Scissortail Wealth Management Questions
Scissortail Wealth Management's website is https://www.scissortailwealth.com/
Scissortail Wealth Management's LinkedIn profile is https://www.linkedin.com/company/scissortailwealth
Scissortail Wealth Management has
10 employees.
View email and phone details for 10
employees at Scissortail Wealth Management.
Scissortail Wealth Management's industry is
Financial Services
Scissortail Wealth Management's top competitors are
Olistico Wealth,
Burkholder Wealth Management,
The Tranel Group,
Hogantaylor Wealth,
Talon Wealth,
Scissortail Executive Advisors,
Warburton Capital Management,
The Legacy Financial Group, Inc,
46 Venture Capital,
The Watchman Group.
Scissortail Wealth Management's categories are Financial Services
