Wealth Advisor
Tulsa, OK
AREA OF EXPERTISE:
• Retirement Income Planning
• Estate Planning*
• Investment Management
• Financial Planning
Nick Rostykus has always been fascinated with the power of planning, saving, and compounding interest. He realized he could turn that interest into a career when he was in college. His passion quickly became helping others save and invest for their futures. As a Wealth Advisor, Nick helps clients overcome the challenges that often stand in the way of reaching their financial goals. He believes breakthroughs in the area of finance to be an extremely powerful experience for clients.
With a focus on financial planning, Nick serves clients throughout the country. Through the financial planning process, he finds tremendous fulfillment in providing exceptional value to clients in all stages of life.
Nick says he values WealthSource's culture of transparency and client focus attitude. Nick takes every opportunity to create great client experiences and build deeper relationships.
When Nick needs a little downtime, he enjoys playing golf, hanging out with his family, and creating beautiful custom leather goods.
We would love to discuss your needs and goals. Click to schedule a meeting with one of our team of experts.
Schedule A Meeting*WealthSource is not a law firm and does not provide legal advice. You should always consult with your legal advisors to determine how any estate planning strategies will apply to your individual situation.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.