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 what 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
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.
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.
Posts from the Warburton Capital Team
Warburton Capital Management “Market Volatility” So, a buddy comes in. Our buddy is concerned about recent market volatility and is wondering if his portfolio needs to be ‘adjusted’. Our buddy opened up with “The markets are crashing. Maybe I need to sit in cash and wait for the market to turn around?”As is the case […]
Warburton Capital Management “What Are the Keys to A Good Investment Experience”? So, a buddy sends me an email. It develops that this particular buddy is a respected financial services industry veteran who always makes a lot of sense. In this particular email my buddy was addressing a useful topic = “What Are the […]
Warburton Capital Management “Why Do I Own Bonds Again?” So… a buddy walks in and wants to grab a cup of coffee because he’s got some questions about the Bonds in his portfolio. At the first sound of the word “coffee,” we were happy to oblige. (If you’ve been in our office recently, you’ll understand […]
We advise a limited number of working or retired business owners and professionals.
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.
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.
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.
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.
Client goals determine not only why we invest, but how we invest.
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.
CONTACT THE PROFESSIONALS AT WARBURTON CAPITAL
Warburton Capital
15 E 5th St #3675
Tulsa, OK 74103
