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Oklahoma City, Oklahoma
Rick Hadrava and Kip Nichols work with Oklahoma business owners, families and retirees from our office on Waterford Boulevard: one coordinated plan for the business, the family and what comes after.
No cost and no obligation. A conversation with a fiduciary, not a sales call.
Who we work with
Owners who have spent decades building a company and want the exit, the succession and the money after it planned with the same discipline they run the business with.
Successful individuals and families who want investments, taxes, estate and insurance working as one plan instead of four separate conversations.
People asking how much is enough, whether it will last, and how to take income in a tax aware way through rising healthcare costs.
Local know-how
Many Oklahoma companies are family owned and closely held. Rick holds an exit planning designation, and the firm runs business owner briefings with the M&A advisors at SDR Ventures.
Mineral rights and royalty income are common in Oklahoma estates. They belong in the income plan and the estate plan, coordinated with your CPA and attorney, rather than in a drawer.
Oklahoma does not tax Social Security, but other retirement income above a modest exclusion is taxed by the state. Where income comes from, and when, is part of the plan.
Income that rises and falls with oil, gas and commodity prices needs a cash reserve and an investment plan built for the swings, not for an average year.
What we do
Your financial life often involves several professionals, such as an advisor, CPA, attorney, and insurance professional. We build one plan and work to coordinate with them so your planning reflects the full picture.
Cash flow, goals, risk and timeline in one written plan, revisited as your life changes.
Portfolios built around the plan rather than the other way around, and reviewed as the plan changes.
Wealth transfer, trusts and tax strategy, coordinated with your CPA and attorney.
What the business is worth, what lifts the value, and how to sell or hand it on well.
Protection reviewed with a fiduciary eye: what you need, sized correctly, and nothing you do not.
Liquidity and lending coordinated with your balance sheet instead of bolted onto it.
*Provided with the help of the firm's third-party strategic partners.
Your advisors
Partner, Senior Wealth Advisor
More than 30 years in wealth management, from making daily cold calls as a trainee to running some of the most profitable offices at major financial firms. Rick works with small business owners and successful families, holds an exit planning designation, and wrote Beyond Wealth. Oklahoma State University; Oklahoma Army National Guard.
Wealth Advisor
A University of Oklahoma graduate and Eagle Scout. Kip runs the firm's business owner briefings with SDR Ventures and works with the next generation of clients as they build confidence and clarity in their financial futures.
Our Oklahoma City office
Office page on the firm's main site: unitingwealthpartners.com
Start here
Rick Hadrava on designing a life that is about freedom, purpose and legacy, not just money. Free PDF.
White paperFederal spending in FY2025, three paths to fiscal balance and what each could mean for investors.
Dec 10The midterms, your taxes and the next three years. Online, complimentary, no products sold.
WeeklyEnergy Stat of the Week and More: markets, energy and Rick's commentary, every Monday.
6303 Waterford Boulevard, Suite 125, Oklahoma City, OK 73118. Call (405) 531-3482.
No. Our Oklahoma City advisors work with clients across Oklahoma, in person or by video, and the firm serves clients nationally.
Yes. Uniting Wealth Partners is an independent firm registered with the U.S. Securities and Exchange Commission as an investment adviser, and our advisors are held to the fiduciary standard, which means acting in your best interest. Registration as an investment adviser does not imply a certain level of skill or training.
We ask what you are working toward and what is keeping you up at night, and you ask us anything. If it looks like a fit, we suggest a next step. If it does not, we say so. There is no cost and no obligation.
A short introductory call to hear what you are working toward and whether we are the right fit. It is a conversation with a fiduciary, not a sales pitch.