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Utica Capital Management

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Utica Capital Management

Mission statement:

We will, to the best of our abilities, learn our client's financial and insurance needs. Always putting their best interests before our own. We will help our clients build a comfortable lifestyle for tomorrow through quality planning.

Overview:

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.
While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:
   Life Insurance
   Retirement Planning
   Wealth Management
   Investment Planning

History:

Utica Capital has been serving Tulsa and surrounding communities for over 40 years. Over the years, we have built a team of advisors and staff that can accommodate almost any business or professional need. With local offices in Oklahoma and Texas, our advisors are committed to serving local clients as well as those in surrounding states.

Each member of our team is devoted to serving our clients' needs and offering sound, trustworthy advice. Our comprehensive financial services provide access to quality products, services and companies.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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