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VAULT
WEALTH
For Business Owners
For Families
Services
Our Services
Each available individually, or fully coordinated under one relationship.
Financial Planning
Vault Plan™
Comprehensive financial plan for every stage of life
Investment Management
Vault Invest™
Professionally managed investment portfolios. AUM fee applies.
Tax Planning
Vault Tax
Proactive tax planning and preparation
Estate Planning
Vault Estate™
Estate planning and legacy coordination
Real Estate
Vault Realty™
Real estate brokerage, same office, same team values
Affiliated business · see Disclosures
For Business Owners
Vault Wealth OS
Value Builder System
Retirement Plan Consulting
For Families
Vault Family Office
Advisory Consulting Services
Not sure which fits you?
Talk it through with our team and we'll point you to the right place.
Book a Discovery Call →
Pricing
See pricing for
Vault Wealth OS
For business owners
→
Vault Family Office
For families
→
Fees are shown on each page. Full details are in Form ADV Part 2A.
Why Vault
Why Vault
All coordinated, fully disclosed.
Fee-Based Advisory
Registered investment advisor. See Form ADV for how we're paid.
One Coordinated Team
Planning, investments, tax and estate working from the same plan.
Owner-Operated, Built in OKC
Work directly with the people who run the firm.
Credentialed Advisors
Led by a CFP® professional, certified in the Value Builder System™.
Learn More
About Vault Wealth
Meet the Team
Custodians
See how Vault Wealth OS™ works →
Insights
BOOK A DISCOVERY CALL
Resources
Tools To Help You Live Free, Financially
.
™
Subscribe
Investing
The IPO Trap: Why Patient Investors Usually Win
8
MIN READ
Popular Articles
8 FINANCIAL DECISIONS EVERY PROFESSIONAL NEEDS TO MAKE BEFORE TURNING 40
Estate Planning
7
MIN READ
WHY EARNING MORE MAY NOT BE THE ANSWER TO ACHIEVING FINANCIAL FREEDOM
Expense Planning
5
MIN READ
HOW USING PROSPECT THEORY CAN HELP YOU INVEST MORE CONFIDENTLY
Stocks, Bonds, Mutual Funds
3
MIN READ
Featured Resources
6 Financial Metrics Everyone Should Know
Find Your Free Investment Risk Number
Prioritized Spending Plan For Everyone
Stock Options, RSUs, and Equity Compensation Explained: What You Need to Know
Private Equity
4
MIN READ
What the 2025 Oklahoma City Thunder Can Teach You About Wealth Building
Planning
4
MIN READ
We use Riskalyze to make sure that your portfolio represents
your
comfort level, not ours.
Try it FREE today!
Find Out Your 6 Key Metrics Today!
"Big Beautiful" Tax Bill: Who Wins (and Who Doesn't)
Tax Planning
3
MIN READ
7 Proven Strategies to Retain Top Talent in Your Business (Without Just Throwing More Salary at Them)
Private Equity
4
MIN READ
The Power of Patience: What Warren Buffett’s $161 Billion Legacy Can Teach Us About Wealth
Investing
4
MIN READ
The Best Ways to Save Money for Your Kids: 529 Plans, UTMA Accounts, and More
Investing
3
MIN READ
Best Retirement Plan for Solopreneurs: SEP IRA or Solo 401(k)?
Investing
5
MIN READ
The best retirement plan for small businesses: SIMPLE IRA or 401(k)?
Investing
2
MIN READ
Should You Invest at All-Time Highs? Perhaps!
Investing
2
MIN READ
Roth Conversion - What It Is, How It Works, & When To Do One
Tax Planning
7
MIN READ
2023 IRS CONTRIBUTION LIMITS
Taxes
1
MIN READ
529 Plans: Private Schools and College Savings Tax Hack
Expense Planning
5
MIN READ
2020 IRS CONTRIBUTION LIMITS
Taxes
1
MIN READ
THE GREATEST ASSET OF PROFESSIONALS UNDER 40
Income Protection
4
MIN READ
ACHIEVING FINANCIAL FREEDOM VS. LIVING FREE FINANCIALLY
Expense Planning
4
MIN READ
WHY EARNING MORE MAY NOT BE THE ANSWER TO ACHIEVING FINANCIAL FREEDOM
Expense Planning
5
MIN READ
WHAT IS PASSIVE INCOME?
Passive & Portfolio Income
2
MIN READ
WHAT IS PORTFOLIO INCOME?
Passive & Portfolio Income
2
MIN READ
8 FINANCIAL DECISIONS EVERY PROFESSIONAL NEEDS TO MAKE BEFORE TURNING 40
Estate Planning
7
MIN READ
2019 IRS CONTRIBUTION LIMITS
Taxes
1
MIN READ
TO BUDGET OR NOT TO BUDGET...
Expense Planning
5
MIN READ
I EARN A GOOD INCOME, NOW WHAT?
Expense Planning
4
MIN READ
HOW USING PROSPECT THEORY CAN HELP YOU INVEST MORE CONFIDENTLY
Stocks, Bonds, Mutual Funds
3
MIN READ
WHY INVESTOR STEREOTYPES DON’T WORK
Stocks, Bonds, Mutual Funds
3
MIN READ
TRADITIONAL IRA VS ROTH IRA
Tax Planning
8
MIN READ
ARE BAD EXPECTATIONS SABOTAGING YOUR INVESTMENT EXPERIENCE?
Stocks, Bonds, Mutual Funds
3
MIN READ
Why Vault Wealth?
Not all "advisors" are created equal. We're different, we'd love to show you how.
Fiduciary
Fi-du-ci...watch your language! Simply put, this means we put your needs first, regardless of how we get paid.
CFP® Professional
Only 25% of U.S. financial advisors are CERTIFIED FINANCIAL PLANNER™ Professionals.*
*Source: www.cfp.net, www.cerulli.com
Holistic
Comprehensive in the fullest sense of the word. We leave no stone unturned when we build your plan.
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