Ready to worry less about money?
Live Free, Financially.™
Integrate your Financial Planning & Investment Strategies
with our suite of Personal CFO Services
1. Know Where You Stand
2. Know Where You Want To Go
3. Know How To Get There
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.
*latest 8 reviews as of 9/2024
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.
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
The Vault team is fantastic. Their dedication to truly understanding my specific financial goals and developing a personalized plan gives me the peace to know that I have professionals I can trust working for my family’s best interest. My advisor always takes the time to listen and understand my questions, and then clearly articulates options.
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!
Bast app of all-time
Luke knows his stuff, simple as that! He genuinely cares for his clients and would never suggest you do anything he wouldn’t do for his own family. 10/10 recommend!
Great group of knowledgeable people. Luke and his team are top shelf in everything they do!
{no text]
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.
Is your relationship with money serving as a catalyst in
accomplishing that purpose or a culprit in sabotaging it?
Getting started couldn't be easier, just reach out to us at hello@vaultwealth.us, give us the verbal "Let's go!", and we'll get you going. We've worked hard on our onboarding process and signing up with us can take as little as 5 minutes! We want the process to be smooth and easy for you so you can relax and Live Free, Financially.™
We believe there is an inherent conflict of interest when you're working with a large insurance or investment company who's only pushing certain products. How can you trust that the advisor you're talking to truly has your best interests at heart when they make a huge commission on some new annuity or life insurance policy? You can't, which is why we don't work on commission or charge any trading/transaction costs. We structure our fees to put us in a fiduciary relationship with you, meaning we are required to do the best thing for you at all times. Our fees are clear, transparent, and aligned with your specific goals in mind.
Believe it or not, we get this question from time to time and we've worked hard to create an environment that feels comfortable and where you feel less like a stranger and more like family. Put some time on our calendar and give us a chance to be good hosts, we don't like high pressure environments, we enjoy making and building relationships the most!
For us, it starts and stops at the Certified Financial Planner, or CFP®. The CFP® designation is the "gold standard" in our industry and goes far beyond the minimum requirements needed to work at any firm. The CFP® designation requires continuous learning and ensures that your advisor is taking a holistic approach, looking at every angle, never focusing on one aspect of your financial journey in a silo. With Vault Wealth, you'll have access to a CFP® who will ensure your plan is complete.
The best part of doing what we do is watching clients light up when they see possibilities that they never thought were possible, or when we show our clients how we genuinely listen and care.
We are passionate about our job, and our job is building the foundation for you
Whether you’re just out of college or you feel like you should be saving for your kids college, we can help. Google causes lots of information overload, so we’ll help you understand what matters most so you can make the right moves.
We understand the challenge of keeping your personal finances separate from your business. Your time is valuable, you deserve to spend it building your business and the life you dreamed of. Not losing sleep wondering if you’re on track.
Healthcare, Equine, Attorneys, Engineers, IT, and more! A healthy income doesn’t automatically equate to financial freedom. We’ll help you turn a good earned income into passive & portfolio income so one day work can be optional.
You’ve worked hard and deserve to retire confidently. You shouldn’t have to worry about inflation or market dips. From Social Security to Medicare, we’ve got you covered. Know you're invested right and your finances are optimized.
