A plan for today, tomorrow and generations to come

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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
    • 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

        Vice President–Wealth Management

        Financial Advisor

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        • AR
        • AZ
        • CA
        • CO
        • FL
        • KY
        • MI
        • NC
        • NJ
        • NY
        • OK
        • 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
            • kris

              Kris Wright

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              • AZ
              • CO
              • FL
              • KY
              • NY
              • OK

                    6120 South Yale Avenue
                    Suite 1800
                    Tulsa, OK 74136
                    kris.wright@ubs.com
                    Kris Wright
                    6120 South Yale Avenue,Tulsa,OK,74136

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                  UBS and Credit Suisse—stronger than ever

                  Global Wealth Report 2024

                  Crafted wealth intelligence

                  Now in its 15th edition, the Global Wealth Report 2024 offers you leading insights into household wealth and prosperity across the world. In the US, average wealth growth has spiked from 3.7% between 2000 and 2010 to nearly 6.3% between 2010 and 2023.

                  Gain additional insights into the trends shaping wealth in the US and around the world.

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                  A leader in wealth management

                  Backed by the strength of our parent company, UBS AG

                  $5.8+ trn

                  UBS Group invested assets
                  As of 03/31/2024

                  51 countries

                  Our global footprint

                  Global leader

                  UBS is a leading and truly global wealth manager

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