A complete list of active advisors currently associated with Coachwise Financial Solutions, Inc.
Warmer can help you find a great advisor at Coachwise Financial Solutions, Inc. or one who fits your needs even better.
CoachWise Financial Solutions serves individual and high-net-worth clients with discretionary investment management and consultative services across three managed portfolio options. The firm oversees roughly $55 million in regulatory assets across several hundred accounts and aggregates related household accounts when determining billing tiers. The firm employs a core-and-satellite investment approach with three discretionary strategies: an actively traded individual-securities portfolio, a tactical blend of core holdings and satellites, and a more passive, fund-based strategic portfolio. Research and implementation combine charting, technical and fundamental analysis, and the firm states an objective of seeking risk‑adjusted outperformance of the S&P 500 while avoiding derivatives and social‑responsibility screening. CoachWise is a small, two-advisor RIA notable for an atypical adviser mix: one advisor maintains a licensed mental‑health counseling practice offering sessions outside market hours, and the other holds a Chartered Market Technician credential, reflecting an emphasis on behavioral and technical perspectives. The firm custodies client assets primarily through Schwab and participates in Schwab’s advisor program; it operates on an exclusively discretionary basis and does not vote client proxies.
To learn more about the advisors currently working at Coachwise Financial Solutions, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Tulsa, OK
| 19
| |
Tulsa, OK
| 22
|
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