Are you a fiduciary?

Yes. We embrace our legal obligation to only give advice that’s in the client’s best interest. WealthSource was founded to give more clients access to un-conflicted financial advice — and we remain tr...

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Who holds my money?

Charles Schwab, TD Ameritrade, and Raymond James are the preferred custodians we utilize for our clients. We have relationships with some of the most well-known firms so that our clients have choices....

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Does WealthSource have custody of my money, just like at the bank?

No. Your money is always held with your custodian. As your wealth manager, WealthSource is granted trading authority, and based on your specific authorizations, limited rights of disbursement, which i...

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Are my accounts insured like they are at the bank?

No. Your bank’s Federal Deposit Insurance Corporation (FDIC) protection covers up to $250,000 in your bank deposit accounts, including checking and savings accounts, money market deposit accounts, and...

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Is my money co-mingled with other clients’ money?

No. Your investments are held in your specific account, under your own name (or trust or entity of your direction) and the appropriate tax ID number. Your money is separate and distinct to you.

What designations do you hold — and which ones matter?

Members of the WealthSource team take pride in holding some of the most prestigious designations and credentials in the industry. It is important to note that not all designations are equally rigorous...

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    How should I choose a financial advisor for my family?

    Selecting a financial advisor is an important decision. You are securing a partner who can help you tackle big financial goals, give you an overview of your money, and potentially improve your tax efficiency...

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    Which Is true About Investments and Risks?

    Investment risk perception may not be the best way to make investment decisions....

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    What do I do if the market goes down?

    Emotions can run high, especially when it comes to investing for an important goal. When the markets are up, most people tend to sleep better at night. When the markets are down, it can be downright terrifying...

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    What do I need to know about tax-efficient retirement savings?

    By allocating money to a mix of accounts that offer different tax treatments, you can manage how much of your retirement income will be taxed — and at what rate. The key is to select an optimal mix of accounts....

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    When should I put together an estate plan?

    Many people associate the words “estate plan” with getting old. If you don’t look forward to spending an evening thinking about your mortality and worldly possessions, chances are that you’ll be tempted to procrastinate...

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    Discover the
    WealthSource Difference

    Tulsa, OK 74114

    713-481-2264 Meet Your Advisor

    Nick is a Certified Financial Planner who specializes in helping medical and health care professionals with investment management, retirement savings, and financial planning. Outside of the office, Nick enjoys spending time with his high school sweetheart wife and their daughter. He likes golfing and gardening. Fun fact: Nick is a master leather craftsman!

    The Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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    NICK ROSTYKUS