Home
Services

Planning

Comprehensive Wealth Management
Unlock the ultimate in financial empowerment by combining both Vault Plan™ and Vault Invest™
Vault Plan™
Tailored to suit your unique circumstances and goals. It's your opportunity to experience the power of our Vault Wealth System™ firsthand
Vault Estate™
Explore Vault Wealth's comprehensive estate planning solution

Investing

Vault Invest™
Elevate your investment game with Vault Invest™ with meticulously tailored bespoke portfolios.
Retirement Plan Consulting for Employers
Designed exclusively for businesses looking to build and manage effective, compliant retirement programs for their employees. This offering is exclusively for employer-sponsored plans and does not include individual financial planning or personal investment advice.

Real Estate

Vault Realty
New!
A sister company to Vault Wealth, Vault Realty can handle all of your real estate needs from searching, purchasing, investing, and management

Other

Advisory Consulting Services
Expert guidance on a range of topics crucial to your success and specific to the needs you outline in this custom service
Resources

Resources

Blog
The latest industry news, updates and info.
Videos
Get to know Vault and learn more about what we do.
Custodians
Learn more about the custodians we use for your investments, what we like and don't like!

Company

About us
Learn about our story and our mission statement.
Meet the Team
Get to know a little more about each of our valuable team members!
Careers
We're hiring!
We’re always looking for talented people. Join our team!
Disclosures
All the stuff that Ivan from compliance made us add.

Resources

Risk Score icon with the word Risk and the number 78 on it.
Find Your Free Investment Risk Number
This quiz will take less than 5 minutes to complete and once you're done, you will be armed to talk to your advisor about how you are invested.
Take Quiz
Tour the office!
See what it's like to visit our office, get an idea of what it might be like when you come in.
Watch video
All resources
For Clients
Inquire
Schedule a Meeting
Vault Wealth Map Wide
More ways to meet for your convenience!

Oklahoma City

600 NW 23rd Street
Suite 102
OKC, OK 73103

(405) 928-4422
Vault Wealth Map Square

Virtual

Zoom
‍
Google Meet

(405) 928-4422
Drawings of people setting at a computer with multiple screens around

Services

Vault Plan™
Vault Invest™
Comprehensive Wealth Planning
Vault Estate™
Vault Realty
Retirement Plan Consulting
Advisory Consulting

Investments

Charles Schwab
Altruist

Company

Disclosures
Resources
Custodians
SmartVestor Pro
Contact Us
About Us

Corporate Services

401(k) Plan Participants
Corporate Financial Wellness
Schedule Meeting
© 2025 Vault Wealth Strategies, LLC. All Rights Reserved.
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.