Preserve Wealth Oklahoma

Welcome to Preserve Wealth Oklahoma, your trusted partner for financial planning made easy. Our company is based in Oklahoma City, OK, and we are dedicated to helping our clients reach their retirement goals through comprehensive financial planning and management.

Led by founder and CEO, David D. Daugherty, our team of experienced financial professionals has decades of industry experience. We are committed to providing excellent service and personalized solutions to our clients, no matter their financial goals or concerns. Our team includes:

• David D. Daugherty, Owner/President
• Rusty Rials, Operations Manager
• Justin Atkinson, Chief Investment Officer/Financial Advisor
• David Oxley, Expert in Business and Estate Planning

Our Services

At Preserve Wealth Oklahoma, we offer a wide range of services to help our clients manage their finances and plan for retirement. Our services include:

Retirement Planning: Our team of experts will work with you to create a customized retirement plan that takes into account your current financial situation, retirement goals, and risk tolerance. We will help you prepare for retirement by analyzing your income streams, expenses, and potential tax implications.

Financial Planning: We offer comprehensive financial planning services to help you manage your money and make informed decisions about your financial future. Our team will help you create a comprehensive financial plan that includes budgeting, investment strategies, tax planning, and estate planning.

Investment Management: Our team of experienced investment professionals will help you grow your wealth through smart investment strategies. We will work with you to create a diversified investment portfolio that is tailored to your financial goals and risk tolerance.

Tax Planning: We will help you minimize your tax liability and make the most of your hard-earned money. Our team of tax professionals will work with you to develop a tax strategy that takes into account your income, deductions, and credits.

Estate Planning: Our team of experts will help you protect your assets and ensure that your wishes are carried out after you are gone. We will work with you to create a comprehensive estate plan that includes a will, trusts, power of attorney, and healthcare directives.

At Preserve Wealth Oklahoma, we are committed to providing exceptional service and personalized solutions to our clients. We believe that financial planning should be easy and accessible to everyone, and we are dedicated to helping our clients achieve their financial goals. Whether you are just starting to plan for retirement or are looking for expert guidance on managing your finances, we are here to help.

Contact us today to schedule a free consultation and learn more about how we can help you preserve your wealth and plan for a bright financial future.