Service Overview

As true wealth advisors, Triton believes our most important mission is to help clients make the financial decisions that will best enable them to pursue their goals. After all, each client’s goal is as unique to that client as their own fingerprint. In fact, we encourage our clients to be as practical or creative with their goals as they desire. Our experience and collaborative planning process involves our client's accountants, attorneys, and other trusted advisors to craft a custom road map for our clients to pursue each of their goals.

Our suite of services includes:

Asset Management

  • Mutual Funds
  • ETFs
  • Corporate, Municipal and U.S. Bonds
  • Individual Equities
  • Options
  • Managed Futures & Alternative Investments



Qualified and Tax-Deferred Investments

  • IRAs
  • SEP IRAs
  • SIMPLE IRAs
  • 401(k) & Profit Sharing
  • 403(b)



Insurance

  • Permanent & Term Life Insurance
  • Annuities
  • Disability
  • Long-Term Care



Comprehensive Financial Planning

  • Retirement
  • Education
  • Estate
  • Insurance
  • Cash Flow



Customized consulting projects are welcome and can be tailored to the client’s specific needs. For more information, please contact us.

FINANCIAL Calendar

TRITON in the News



Securities offered through SagePoint Financial, Inc. Member FINRA/SIPC. Advisory services
offered through Triton Wealth Advisors, LLC., an Oklahoma registered investment advisor.
Insurance services are offered through Andrew Oster. Triton Wealth Advisors
is not affiliated with SagePoint Financial, Inc. Triton, SagePoint
Financial, CLS Investments and Schwab Advisor Services are not
affiliated with each other. Triton advisors are advisory licensed in OK and TX and securities
licensed in the following states: MO, OK, TX, FL and KS. TWA advisors are also insurance licensed
in the following states: MO, OK, TX.