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Tulsa Wealth Advisors | Raymond James


Financial ServicesInvestments

About Us

Owning a business can feel really overwhelming at times. You wear a lot of hats at every stage of growth just to keep things going. Focusing on day-to-day operations can be great for short term growth but can hurt the long-term goals for you personally and for your business. Whether you started a business to keep it in the family, you’re building a business to provide for your family, or your goal is to grow it and sell it…at some point, you will exit, and the business will transfer ownership. You need to be ready for this, no matter how far off it may be. Wouldn’t it be great to have an exit strategy that maximizes the value of your business, and secures your financial future at the same time? At Tulsa Wealth Advisors | Raymond James, we would love the opportunity to become a trusted partner in helping you build the right team to ensure that three key elements are present for your successful exit strategy. Let’s connect!

Rep/Contact Info

Jeremy Lott, CFP
Jeff Small

Presenting Sponsor

Mailing Address
PO Box 158
Bixby, OK 74008

Physical Address
12 West Dawes Avenue 
Bixby, OK 74008

Phone: 918-366-9445
Fax: 918-366-9443

Hours of Operation
Mon-Thur: 8:00AM – 4:00PM
Friday: 8:00AM – 12:00PM

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