Financial Advisors
Oklahoma City, OK
Vault Wealth Strategies is a registered investment adviser in Oklahoma City offering comprehensive financial planning and wealth management services. Founded by Luke Milholland in 2017, the firm serves individuals, families, and business owners through integrated services including financial planning (Vault Plan™), investment management (Vault Invest™), estate planning coordination (Vault Estate™), real estate services (Vault Realty), tax strategy, and family office solutions. They specialize in helping clients achieve financial freedom by coordinating all aspects of wealth—investments, taxes, estate plans, and real estate—into one cohesive strategy.
Ideal for: Families and business owners seeking comprehensive wealth coordination, high-net-worth individuals managing complex financial situations, clients wanting integrated tax and estate planning with investment management, entrepreneurs building wealth through real estate
Service area: Oklahoma City and surrounding areas, Oklahoma
Integrated Wealth Coordination: Vault Wealth combines financial planning, investment management, tax strategy, estate planning, and real estate services into one coordinated strategy through their Vault Family Office™ service, eliminating silos in wealth management.
Personalized Investment Approach: Their Vault Invest™ service builds bespoke portfolios with diverse investment options including individual stocks, bonds, ETFs, options, and both public and private investments tailored to each client's goals and risk tolerance.
Established Advisory Firm: Founded in 2017 as a registered investment adviser with over 7 years of client relationships, the team has navigated multiple market cycles and maintains a focus on client success over firm revenue.
Address: 600 NW 23rd St suite 102, Oklahoma City, OK 73103
Phone: (405) 928-4422
Website: vaultwealth.us
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