ABOUT US

Warburton Capital can help you make work optional and maintain that status.

We advise a limited number of working or retired business owners and professionals. We engage new clients only after we have determined we can help them achieve everything that is important to them and bring them significant value.

Our Clients receive the benefit of a team of leading professionals (Attorneys, CPA’s and Insurance Professionals among others) to identify advanced planning “gaps”.

Warburton Capital has developed a unique consultative process to help our clients clarify their goals, make work optional and attain financial peace of mind.  

We are independent, fee-only, fiduciary advisors who bring years of experience to bear on every aspect of your financial life. We advise a limited number of working or retired business owners and professionals.

"Wealth management is about bearing purposeful investment risks, optimizing your taxation, crafting your estate plan, minimizing random (and obvious) risks with insurance, and buttoning up your charitable intent.”
Purposeful Wealth Management,  by Tom Warburton

BOOKS BY TOM WARBURTON

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Purposeful Wealth Management

Written for every person who wants to make work optional and maintain that status,Tom Warburton’s Purposeful Wealth Management reveals a process for ascertaining your uniquely personal goals, values, needs, resources, and obligations, then purposefully orchestrating the five key elements of wealth management — investments, taxation, estate planning, insurance, and charitable intent.

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Timeless Wealth Management

Written to inspire investors to increase their odds of success by replacing the unrewarded forecasts and speculations of traditional wealth management with a more prudent evidence-based methodology, Timeless Wealth Management explores the peer-reviewed knowledge that is widely known in the academic community but infrequently found on a newsstand or a television screen.

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Posts from the Warburton Capital Team

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Yields Went Up

So…a buddy comes in and, given the coin toss between discussing the direction of Stock Prices or the looming increase of Interest Rates, we settled on Interest Rates.  Terrific! Calendar year 2015 was clearly, “The Year the Talking Heads Forecasted an Imminent Rise In Short Term Interest Rates and Speculated Bond Holders Would Get Destroyed”.  […]

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Warburton in the News: Volatility in the New Year!

“I expect the markets to still be open Dec. 31, 2016. Whether they will go up or down, I have no clue.” Tom Warburton in the News IN THE NEWS: Our firm’s founder, Tom Warburton, was recently featured in the Tulsa Business & Legal News regarding his thoughts the volatility in the stock market so […]

Independent Advice

A Rebalancing Act

Global diversification gives investors a valuable tool for managing risk and volatility in a portfolio. But smart diversification has an important side effect. It requires maintenance. In a given period, asset classes experience divergent performance. This is inevitable and, in fact, desirable. A portfolio that holds assets that do not perform similarly (i.e., with low […]

OUR SERVICES

We advise a limited number of working or retired business owners and professionals.

Who We Serve

We have developed a Consultative Wealth Management process and deliver a comprehensive solution to our clients that cover three areas of discipline: Advanced Planning, Relationship Management, and Investment Consulting. We advise a limited number of working or retired business owners and professionals.

Relationship Management

We are focused on building relationships with our clients, continuing to monitor their values, goals, needs, resources, and obligations. Additionally, we work to foster solid, trusted relationships with our network of financial professionals that we can call in to address specific client needs. Lastly, we often coordinate and synchronize our clients’ existing professional advisors.  

Advanced Planning

We go beyond investments to address your advanced planning needs: Wealth Enhancement (integrating appropriate tax management into the planning process), Wealth Transfer (ensuring the efficient transfer of wealth to future generations), Wealth Protection (insulating wealth from catastrophic loss), and Charitable Giving.

Investment Consulting

We manage our clients’ investments over time to help achieve their financial goals. This requires us to design an investment plan that takes their goals, time horizons and tolerance for risk into account while purposefully monitoring our clients’ financial lives over time, making adjustments as needed.

YOUR GOALS

Client goals determine not only why we invest, but how we invest.

Tom Warburton

It is our hope that you will be able to make work optional and maintain that status, live a life free of financial concerns, and be fully able to achieve your goals.

Tom Warburton - Principal of Warburton Capital

CONTACT

CONTACT THE PROFESSIONALS AT WARBURTON CAPITAL

Local Address

Warburton Capital
15 E 5th St #3675
Tulsa, OK 74103