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VAULT WEALTH
For Business OwnersFor Families
Services
Our Services
Each available individually, or fully coordinated under one relationship.
Financial Planning Vault Plan™
Comprehensive financial plan for every stage of life
Investment Management Vault Invest™
Professionally managed investment portfolios. AUM fee applies.
Tax Planning Vault Tax
Proactive tax planning and preparation
Estate Planning Vault Estate™
Estate planning and legacy coordination
Real Estate Vault Realty™
Real estate brokerage, same office, same team values
Affiliated business · see Disclosures
For Business Owners
Vault Wealth OSValue Builder SystemRetirement Plan Consulting
For Families
Vault Family OfficeAdvisory Consulting Services
Not sure which fits you?
Talk it through with our team and we'll point you to the right place.
Book a Discovery Call →
Pricing
See pricing for
Vault Wealth OS
For business owners
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Vault Family Office
For families
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Fees are shown on each page. Full details are in Form ADV Part 2A.
Why Vault
Why Vault
All coordinated, fully disclosed.
Fee-Based Advisory
Registered investment advisor. See Form ADV for how we're paid.
One Coordinated Team
Planning, investments, tax and estate working from the same plan.
Owner-Operated, Built in OKC
Work directly with the people who run the firm.
Credentialed Advisors
Led by a CFP® professional, certified in the Value Builder System™.
Learn More
About Vault WealthMeet the TeamCustodiansSee how Vault Wealth OS™ works →
Insights
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Services
Vault Wealth OS™Vault Family Office™Vault Invest™Vault Plan™Vault Tax™Vault Estate™Vault Realty™
For Employers
Corporate Financial Wellness401(k) Plan Participants
Company
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Clients & Custodians
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Oklahoma City Office
600 NW 23rd Street, Suite 102
Oklahoma City, OK 73103
(405) 928-4422
meet virtually
Zoom or Google Meet
(405) 928-4422
Visit Us
Near Tower Theatre and Big Truck Tacos on NW 23rd
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VAULT WEALTH
© 2026 Vault Wealth Strategies, LLC. All Rights Reserved.
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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. Tax preparation, planning, and bookkeeping services are provided through Vault Tax LLC, a separate entity from Vault Wealth Strategies LLC. Real estate brokerage services are provided through Vault Realty LLC, and property management services are provided through Vault Property Management LLC, each a separate licensed entity from Vault Wealth Strategies LLC and from one another.