We believe in investing for life.

Discover customized financial solutions that combine objective advice, deep research, and an execution system that can reduce your investment expenses and taxes.

Human insight powered by technology

Every investment recommendation starts with understanding your goals, time horizon, and comfort with risk. Our aim is to craft a customized portfolio to help you get further in achieving your goals.

Tax-smart portfolio management

Left unmanaged, taxes can potentially erode your investment gains and compromise progress toward your goals. This is why at WealthSource, we consider taxes as an integral part of investment advice. Our advisors can design low-cost, tax-efficient portfolios to help you keep more of what you make.

Dedicated Investment Team

WealthSource seeks out the world’s most sophisticated investment solutions to provide institutional quality services to private investors. Our dedicated Investment Team performs due diligence on, curates, and customizes investment strategies — so that you have the tools you need to adapt to the ever-changing financial landscape.

Our investment philosophy is built upon three pillars

Global Opportunities

Risk Efficient Return

Personalization

Discover portfolio management with WealthSource

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

All investments include the risk of loss and nothing herein should be construed as a guarantee of any specific outcome or profit.  The information described herein represents the philosophy, processes, and/or opinions of WealthSource, but may not represent the philosophy, processes, and/or opinions of or used by affiliates of WealthSource, including its Investment Adviser Representatives (“IAR”).  Consequently, you should consult with your WealthSource IAR to determine the applicability of the information described herein to the specific services that are being offered to you by WealthSource.  Furthermore, not all services mentioned herein are available to all clients or are offered by all IARs of WealthSource.  WealthSource is not a law firm and does not provide legal advice.  You should always consult with your legal and/or tax advisors to determine how any estate planning or tax planning strategies will apply to your individual situation.