Stolper Asset Management and DCH Financial Services Announce Merger: Wealth Oklahoma

TULSA, Okla.--(BUSINESS WIRE)-- Highly respected Tulsa-based firms Stolper Asset Management and DCH Financial Services have joined forces to create Wealth Oklahoma, a financial services company dedicated to providing tailored investment advice and solutions.

The merger brings together two experienced teams of financial professionals, offering clients access to decades of expertise and enabling the companies to broaden their impact while continuing to offer the attentive, personalized service clients have come to expect.

Wealth Oklahoma offers comprehensive investment management, financial planning, and retirement planning services aligned with the unique needs, circumstances, and goals of each client. Serving both individual and institutional clients, the team combines diligent analysis with thorough research to create bespoke strategies designed to carefully manage risk.

The company remains dedicated to being an integral part of the Tulsa community, strengthening its connections with local families, investors, business owners, nonprofits, and retirees.

A shared commitment to clients created a solid foundation for a long-term partnership, says Jon Stolper, Financial Advisor, RJFS, Chief Investment Officer of Wealth Oklahoma and founder of Stolper Asset Management: “As a company, we have always prioritized trust and integrity, and we are delighted that the team at DCH Financial Services shares our values. This merger marks an exciting new chapter, allowing us to deepen our roots in the community and help even more clients plan their financial futures with confidence.”

Karen Bruns, Investment Executive, RJFS, and co-owner of DCH Financial Services, agrees: “Both firms are built on long-standing client relationships, so this merger was a natural fit. We are excited to join forces with Stolper Asset Management to offer clients access to an expanded team and more resources to help them navigate the complexities of wealth management.”

For more information about Wealth Oklahoma, please contact us at [email protected].

Any opinions are those of Stolper Asset Management, Wealth Oklahoma, and DCH Financial Services and not necessarily those of Raymond James Financial Services, Inc. or Raymond James. Investing involves risk, and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Stolper Asset Management, Wealth Oklahoma, and DCH Financial Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services are offered through Wealth Oklahoma, Stolper Asset Management, and Raymond James Financial Services Advisors, Inc.

2021 S Lewis Ave., Suite 301, Tulsa OK 74104 T 918.745.6060

View source version on businesswire.com: https://www.businesswire.com/news/home/20250210399520/en/

Name: Susan McDonald
Phone: 918.745.6060
Email: [email protected]
Website: www.wealthoklahoma.com

Source: Wealth Oklahoma

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