Advisors at this firm
Don H
Series 65
Tulsa, OK
Coachwise Financial Solutions, Inc.
Don Hardcastle is a Series 65-licensed financial advisor with 21 years of industry experience. He has been with Coachwise Financial Solutions, Inc. since 2004. The firm provides investment management and consultative services to individual and high-net-worth clients, managing discretionary portfolios across stocks, bonds, mutual funds, and ETFs. CoachWise employs a core-and-satellite approach with a focus on technical analysis and seeks to outperform the S&P 500 on a risk-adjusted basis.
Donnie D
Series 65
Tulsa, OK
Coachwise Financial Solutions, Inc.
Donnie Davis is a financial advisor at CoachWise Financial Solutions, Inc. with 19 years of industry experience. He holds a Series 65 designation and has been with CoachWise since 2004. Outside of his advisory role, Davis works part-time as an LPC-C providing counseling and psychotherapy services. CoachWise Financial Solutions offers discretionary investment management and consultative services to individual and high-net-worth clients, managing over $39 million in discretionary assets across multiple portfolio programs. The firm employs a core-and-satellite investment approach using charting, fundamental, technical, and cyclical analysis, aiming to outperform the S&P 500 on a risk-adjusted basis.
