Stolper Asset Management and DCH Financial Services Announce Merger: Wealth Oklahoma
Summary
Serving both individual and institutional clients, the team combines diligent analysis with thorough research to create bespoke strategies designed to carefully manage risk. The company remains dedicated to being an integral part of the Tulsa community, strengthening its connections with local families, investors, business owners, nonprofits, and retirees. A shared commitment to clients created a solid foundation for a long-term partnership, says Jon Stolper, Financial Advisor, RJFS, Chief Investment Officer of Wealth Oklahoma and founder of Stolper Asset Management: “As a company, we have always prioritized trust and integrity, and we are delighted that the team at DCH Financial Services shares our values. This merger marks an exciting new chapter, allowing us to deepen our roots in the community and help even more clients plan their financial futures with confidence.” Karen Bruns, Investment Executive, RJFS, and co-owner of DCH Financial Services, agrees: “Both firms are built on long-standing client relationships, so this merger was a natural fit. Investing involves risk, and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.