On Thursday, March 24th, 2016, the TULSA WORLD published a ‘Business Viewpoint’ composed by our Founder and Chairman; Tom Warburton titled “Wealth Management And A Life Worth Living”.
As are the majority of the missives that we distribute, this article was inspired by and largely documents a real-life interaction between a client, or buddy, as we prefer, and our Warburton Capital colleagues.
Embedded in this article is a carefully chosen word – ‘Sufficient’. At Warburton Capital we aspire to help our clients Make Work Optional And Maintain That Status. Essential to Making Work Option and Maintaining That Status is the accumulation of ‘Sufficient’ Liquid Net Worth.
Further embedded in this article is a roadmap for accumulating ‘Sufficient’ Liquid Net Worth – the elements of that roadmap being:
- Work,
- Save,
- Participate In Retirement Plans,
- Avoid Credit Card Debt,
- Avoid Lifestyle Debt and
- Avoid Buying A Home That Is So Expensive That It Ends Up Bankrupting You.
Although this article doesn’t elaborate on the very important subjects of ‘How To Invest The Liquid Net Worth You Accumulate’ or the ‘Allocation Between Risky Assets (Stocks) And Less Risky Assets (Bonds), please know that we would be happy to sit down with you to discuss your uniquely personal Goals, Values, Needs, Resources and Obligations and explore whether or not it makes sense for us to work together.
We have attached a copy of the Tom’s article in the Tulsa World here:
Trusting this will find you well and hoping you are living a life worth reliving, I remain
Yours truly,
Warburton Capital Management
Author: Warburton Capital
Jonathan Hall is the CEO and President of Warburton Capital Management and a member of the Board of Directors. Jonathan has been a member of the Warburton Capital team and a principal of the firm since 2013.
As President of Warburton Capital, he manages day-to-day operations, leads the firm’s advisory and operations teams, and directs efforts to attract and retain talent. As a member of the firm’s Board of Directors, he works with the firm’s Founding Principal and the Board of Directors to derive and implement strategic decisions regarding the direction of the firm such as mergers and acquisitions, new lines of business, and business development.
Jonathan is a CERTIFIED FINANCIAL PLANNER™ Practitioner; he guides his clients through a life of financial purpose, helping them to define and achieve their goals as a fee-only fiduciary financial advisor.
Jonathan earned a B.A. in History, a B.A. in Government, and an M.B.A. from Oral Roberts University, where he served as President of the ORU Graduate Business Association. He further earned a Master of Science in Financial Services (M.S.F.S.) with an emphasis in Financial Planning from Saint Joseph’s University.
Jonathan has served as an Adjunct Professor of Finance at ORU teaching Personal Financial Planning and Capital Markets. Jonathan was recognized in 2016 as one of Tulsa’s “40 Under 40.” Jonathan is a graduate of Leadership Tulsa, Class 51. From 2020-2021, he served as the President of the Board of Directors for Emergency Infant Services and had served on that Board since 2014. He served from 2023-2024 as a Trustee at the Tulsa School of Arts and Sciences (TSAS).
In 2019, City Councilor Phil Lakin appointed him to the City of Tulsa Sales Tax Overview Committee, representing District 8. In 2020, he was appointed by Governor J. Kevin Stitt to the Oklahoma Commission on Children and Youth, serving as a member representing Business & Industry. In 2022, Governor Stitt re-appointed him to that Commission, and he was elected Secretary by his peers.
Jonathan and his wife of 12 years have three children and a beloved family Golden Retriever.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
View all posts by Warburton Capital
Business Viewpoint with Tom Warburton
