Business Details
Your Trusted Financial Partner in Tulsa
Stolper is an independent registered investment advisor in Tulsa, Oklahoma, dedicated to providing personalized financial planning and wealth management services. Established in 2025 through the merger of Stolper Asset Management and DCH Financial Services, our team combines decades of experience with deep local roots to serve both individual and institutional clients. We specialize in crafting customized strategies for equity and fixed-income management, retirement planning, and long-term investment growth. Our commitment to integrity, objectivity, and excellence ensures clients receive tailored solutions aligned with their unique goals.Backed by a partnership with Raymond James, we offer institutional-grade resources while maintaining boutique-level personal service. Our advisors prioritize understanding clients' lifestyles, values, and aspirations to create dynamic financial plans that evolve with changing circumstances. With a focus on preserving and growing wealth across market cycles, we serve as trusted partners in helping clients achieve financial peace of mind.
Services
Financial Planning
Investment Strategies
Retirement Planning
Portfolio Management
Wealth Management
Details
- Year established: 2025
Highlights and features
- We combine decades of local financial expertise with national resources through Raymond James.
- Our investment strategies focus on long-term results rather than short-term market trends.
- We offer customized portfolio management with minimum account sizes starting at $100,000.
- Our team includes CFA Charterholders and Certified Financial Planners with 30+ years of combined experience.
- We maintain custody of client assets through Raymond James Financial Services, Inc., a FINRA/SIPC member.
Associations and certifications
- FINRA
- SIPC
What people say
Personalized financial strategies
Deep Tulsa market knowledge
Long-term investment focus
Experienced advisory team
Strong client relationships
Services
Financial Planning
We create customized financial plans tailored to your life goals, whether buying a home, funding education, or preparing for retirement. Our advisors analyze your assets, liabilities, and risk tolerance to develop comprehensive strategies. We continuously monitor and adjust plans to adapt to changing market conditions and personal circumstances.
Investment Strategies
Our disciplined investment approach combines value-based stock selection with diversified ETF and CEF portfolios. We offer equity, strategic, and fixed-income options with minimum account sizes starting at $100,000. Each portfolio undergoes rigorous analysis to ensure alignment with clients' long-term objectives and risk profiles.
Retirement Planning
We develop sustainable income strategies to support your retirement lifestyle while mitigating inflation risks. Our plans optimize tax-advantaged contributions and create reliable cash flow streams. We help clients navigate Social Security optimization, required minimum distributions, and healthcare cost planning for extended retirement periods.
Wealth Management
Our wealth management services focus on protecting and growing assets through strategic allocation and risk management. We serve families, business owners, and nonprofits with customized solutions. Services include trust management, estate planning coordination, and intergenerational wealth transfer strategies.
Portfolio Management
We offer discretionary and non-discretionary portfolio management with access to both internally managed and sub-advised programs. Our equity portfolios hold 25-30 carefully selected stocks, while strategic portfolios use ETFs and CEFs for broader diversification. Fixed-income options focus on high-quality, short-duration securities.
People
Jon Stolper
Chief Investment Officer and Wealth Manager
Third-generation Oklahoman with 25+ years in finance, previously with Merrill Lynch and Principal Securities. Founded Stolper Asset Management and serves on Tulsa nonprofit boards. Specializes in long-term value investing strategies.
Saletha Fuller
Wealth Manager
30-year financial services veteran and Certified Financial Planner. Former UBS executive and DCH Financial Services co-owner. Active community volunteer with expertise in creating customized wealth management strategies for Tulsa residents.
Karen Bruns
Investment Executive and Chief Compliance Officer
Tulsa resident with 20+ years in financial services, previously with DCH Financial Services. Passionate about empowering women through financial education. Serves on multiple local nonprofit boards while managing client relationships.
Susan McDonald
Research Director and Portfolio Manager
CFA Charterholder with 15 years in investment banking and portfolio management. Graduated from Cambridge University, specializing in quantitative analysis and portfolio construction for high-net-worth clients.
Ally Stolper
Wealth Manager
Tulsa native with finance degree from University of Oklahoma. Former BOK Financial institutional wealth specialist. Focuses on retirement planning and client education, bringing fresh perspective to wealth management services.
Questions
What types of clients do you work with?
We serve individuals, families, business owners, pre-retirees, retirees, and nonprofits seeking customized wealth management solutions.
What investment options are available?
We offer equity portfolios, strategic ETF/CEF portfolios, fixed-income options, and balanced portfolios tailored to your risk tolerance.
What is your minimum account size?
Our discretionary portfolio management requires a minimum of $100,000 in investable assets.
How are client assets protected?
Client securities are custodied at Raymond James Financial Services, Inc., a FINRA/SIPC member firm.
Do you offer retirement planning services?
Yes, we create customized retirement income strategies to support your lifestyle while managing inflation and healthcare costs.
What differentiates Wealth Oklahoma from other advisors?
Our combination of local expertise, proprietary investment strategies, and Raymond James partnership provides unique value to clients.
