A plan for today, tomorrow and generations to come

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Norman

    Norman Fisher

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AR
    • AZ
    • CA
    • CO
    • FL
    • IL
    • KY
    • MI
    • NC
    • NJ
    • NY
    • OK
    • RI
    • TX
    • VA
    • WI

    Norm has over 35 years of investment experience focused on money management.  He received the designation of Certified Investment Manager Analyst (CIMA) from the University of Pennsylvania Wharton School.  He is a Senior Vice President and a graduate of the University of Kansas.

        • Certified Investment Management Analyst
        6120 South Yale Avenue
        Suite 1800
        Tulsa, OK 74136
        norman.fisher@ubs.com
        Norman Fisher
        6120 South Yale Avenue,Tulsa,OK,74136
      • Chris

        Christopher Fisher

        First Vice President–Wealth Management

        Financial Advisor

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        • AR
        • AZ
        • CA
        • CO
        • FL
        • KY
        • MI
        • NC
        • NJ
        • NY
        • OK
        • RI
        • TX
        • VA
        • WI

        Chris is a Financial Advisor with over 17 years of experience in the financial services industry with a focus on Institutional Equities.  Chris graduated from the University of Arizona with a degree in finance.

              6120 South Yale Avenue
              Suite 1800
              Tulsa, OK 74136
              c.n.fisher@ubs.com
              Christopher Fisher
              6120 South Yale Avenue,Tulsa,OK,74136
            Three generations in apple orchard

            Turn possibilities into a plan

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            A leading global wealth manager

            Two brothers. One inheritance.

            How will their story unfold?

            Inheritance is about more than money. It’s about navigating family, history and your future. See how two brothers decide what to hold onto, what to let go and how to move forward. 

            If you’re going through a wealth transfer event like an inheritance, death or divorce, our experienced guidance can help give you more confidence.

            A leader in wealth management

            Backed by the strength of our parent company, UBS AG

            $7 trn

            UBS Group invested assets
            As of 12/31/2025

            51 countries

            Our global footprint

            Global leader

            UBS is a leading and truly global wealth manager

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