Our Commitment

Nothing is more important than trust, particularly now, when people’s trust has been shaken by recent events in the financial markets. We care about our clients and their families and take seriously the tremendous responsibility that they have entrusted upon us. Each of us at Stoker Ostler puts the highest priority on client stewardship, ethics and the building of trust. We are committed to remaining completely objective to provide our clients the best advice possible.

We act in your interests first, making recommendations for investments and other financial products and services based on your financial well-being, not ours. As a fee-based wealth management advisory firm, the greatest portion of what we do for clients is above and beyond the work we get paid for. We want to you to know that we are always available to you when you need advice.

We communicate with you frequently and actively monitor your accounts and rebalance regularly, both on a set schedule and when the market changes or as your needs and priorities dictate.

We are always looking for new and better ways to add value for our clients by staying educated and informed. We respect our client priorities--typically defined as preserve wealth first, grow assets wisely and minimize taxes ethically.

Stoker Ostler is a trade name used by Stoker Ostler Wealth Advisors, Inc., a SEC registered investment adviser. BMO and BMO Financial Group are trade names used by Bank of Montreal.
Investments are: NOT A DEPOSIT - NOT INSURED BY THE FDIC OR ANY FEDERAL GOVERNMENT AGENCY - NOT GUARANTEED BY ANY BANK - MAY LOSE VALUE.

Copyright 2007–2017 Stoker Ostler Wealth Advisors, Inc.