Does this sound like you?

We've met with a lot of individuals, families, and business owners. We find we bring the most value to people who identify with one or more of these scenarios.

Struggling to create a cohesive financial plan that integrates all aspects of your financial lives.

Financial uncertainty and lack of a clear plan can lead to stress and anxiety.

Lack the expertise or time to effectively manage your investments.

May not be adequately protected against unforeseen financial risks like job loss, medical emergencies, or market downturns.

Find it challenging to define and prioritize financial goals.

Paying unnecessary taxes can erode wealth over time.

Incomplete, or no estate plan, may not effectively transfer wealth to heirs or chosen beneficiaries.

Service

Vault Plan™

Discover the Vault Plan™ Service from Vault Wealth, tailored to suit your unique circumstances and goals. It's your opportunity to experience the power of our Vault Wealth System™ firsthand, while we explore the potential of our longterm collaboration. Our focus is on laying a solid foundation for your financial future, whether you choose to continue with us or not.

What’s Known

Starting with what’s known gives us a clear understanding of where you’re at today.

What's Important

We want to find out exactly what’s important to you. Not what Google tells you is important.

What's Possible

Here’s where we find out exactly what’s possible for you. Work optional 10 years early? Yes please.

Map locator symbol to symbolize we'll help you know where to go next after you get your plan

What's Next

We’ll give you clear action steps and timelines so you always know what’s next.

Learn More

5 yellow stars representing a 5 star rating

Don’t just take our word for it

*latest 9 reviews as of 12/2024

We were very impressed with the way Luke, Gage, and Craig at Vault Wealth treated us right from the start. They listened to us and our concerns and really wanted to know why we were wanting to switch advisors. They then provided a level of detail regarding their investing approach that was really what we were looking for. They were very responsive to our request to do a Roth conversion and have been much more responsive to email correspondence than our previous advisors. We are very happy to be with Vault Wealth and trust them with our retirement funds.

definitely recommend

I have been with vault wealth strategies for a short time but I have no complaints so far they have been doing a good job and definitely recommend to others for their amazing services

Chester Stone

client

i’ve been with Vault over 7 years. The professionals at Vault only have one thing in mind, which is making sure you are comfortable and have your goals met. They take all of your planning worries away. They are not like other companies that are intent on making money, they are only interested in looking out for your success. I am so glad i switched to Vault when i did, they navigated me through the pandemic with flying colors!

Slide 2 of 9.

Vault Wealth Strategies, LLC, d/b/a “Vault Wealth”, is a registered investment adviser headquartered in Oklahoma City, Oklahoma. The firm is a limited liability company formed under the laws of the State of Oklahoma in 2015 and has been in business as an investment adviser since 2017. The firm is wholly owned by Luke Milholland. Registration as a registered investment advisor does not imply a certain level of skill or training. Vault Wealth did not provide any cash or non-cash compensation in return for these reviews by existing clients and other individuals. We are also unaware of any material conflicts of interest on the part of the person(s) giving the review resulting from the person’s relationship with Vault Wealth, which could result in an incentive to recommend the adviser. Opinions and comments given by Vault Wealth clients or other individuals may not represent any other person’s experience with the firm.

Features

We are different, by design

The value we bring to every client is unique. We take the time to understand who you are, what drives you, and where you find purpose.

What matters the most

Forget money for a second, what is your why? What is driving you to have a plan? We always start there, if it matters to you, it matters to us.

Deliver instant answers

We've worked hard to create tools designed to help you know exactly where you are and what you're working towards.

Monitor your investments

The client portal offers in-depth performance reporting so you'll always know how they're doing and what role they play in your plan.

Cookie-Cutter...less

We don't believe in putting people in a box. We let your values and vision drive the solutions we present.

Clear & Transparent

We don't believe in hidden agendas or hidden fees. Our pricing is clear and easy to understand.

Our people make the difference

We genuinely care about our clients. There's no corporate agenda driving results at your expense, we're your team every step of the way.

Inquire

Schedule a Meeting

Frequently Asked Questions

These are some of the most common questions we get asked that we haven't addressed already, enjoy!

What are the next steps to get started?

How do you get paid?

What is it like meeting in your office?

What are your qualifications?

What do you love most about your job?

Who We Serve

Some advisors only serve one kind of client, but we don't put our clients in the proverbial "box". We realize that we quite literally put them in boxes below, but you get the idea right??
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The Vault Wealth System™ is built to help you where you're at.

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Families

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Entrepreneurs

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Professionals

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Retirees

More ways to meet for your convenience!

Oklahoma City

600 NW 23rd Street
Suite 102
OKC, OK 73103

(405) 928-4422

Virtual

Zoom
‍
Google Meet

(405) 928-4422

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Services

Vault Plan™

Vault Invest™

Comprehensive Wealth Planning

Vault Estate™

Vault Realty

Retirement Plan Consulting

Advisory Consulting

Investments

Charles Schwab

Altruist

Company

Corporate Services

401(k) Plan Participants

Corporate Financial Wellness

Schedule Meeting

Vault Wealth Strategies, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Vault Wealth Strategies, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Vault Wealth Strategies, LLC unless a client service agreement is in place.

Does this sound like you?

Our services put clients first

Vault Plan™

What’s Known

What's Important

What's Possible

What's Next

Vault Invest™

Comprehensive Wealth Management

Vault Estate™

Vault Realty

Advisory Consulting Services

Retirement Plan Consulting

Don’t just take our word for it

definitely recommend

You have a God-given purpose.

We are different, by design

What matters the most

Deliver instant answers

Monitor your investments

Cookie-Cutter...less

Clear & Transparent

Our people make the difference

Frequently Asked Questions

Who We Serve

+

Families

+

Entrepreneurs

+

Professionals

+

Retirees

Oklahoma City

Virtual

Services

Investments

Company

Corporate Services

You have a
God-given purpose.