Our Services

Stoker Ostler’s wealth advisory approach is a combination of personal financial planning and investment advisory. We believe that when it comes to planning your financial future, understanding your goals in life is fundamental to determining how we will get there.

Whether you’re planning college savings for your children, saving for retirement, or protecting your assets for the future and your family, our team of professional financial planners and portfolio managers will get to know you, your family and your priorities so that together we can determine which wealth planning strategies are right for you.

Your wealth plan will cover a wide range of topics concerning the management of your wealth including cash flow analysis, credit management, tax planning, asset allocation and diversification, management of financial and non-financial assets, personal needs, retirement resources and estate planning.

The Stoker Ostler Approach:

  • Customized portfolio strategy
  • Professional financial planning
  • Independent, fee-only compensation
  • Disciplined process that includes regular reviews
  • Team approach with consistent staffing
  • Clear and concise comparative reporting
  • Appreciation for and understanding of tax consequences and planning
  • Frequent and regular communications
  • Performance reporting
  • Adherence to a stated investment policy

Stoker Ostler is a trade name used by Stoker Ostler Wealth Advisors, Inc., a SEC registered investment adviser. BMO and BMO Financial Group are trade names used by Bank of Montreal.
Investments are: NOT A DEPOSIT - NOT INSURED BY THE FDIC OR ANY FEDERAL GOVERNMENT AGENCY - NOT GUARANTEED BY ANY BANK - MAY LOSE VALUE.

Copyright 2007–2017 Stoker Ostler Wealth Advisors, Inc.