Experience

That inspires confidence

 

At The Fisher Group, we constantly encourage clients to make sure that they have planned properly for their incapacitation and death.  Unfortunately, the focus of an estate plan often begins and ends with the execution of proper documents and the titling of the assets.  We sometimes fail to ensure that the clients' families and decision makers will have adequate information about their loved ones' assets, liabilities and intentions.  For example, how many children know where a parent wants to be buried, or who the pallbearers should be?  What happens when you cannot find the password to a parent's computer that holds all of the information you need to manage their affairs?  While many clients are reluctant to discuss the tragedy of their death or disability with family members, they have less concern about leaving written information behind.  This is the purpose of the Family Love Letter.

Fundamentally, estate planning is not about the dead and the avoidance of a death tax.  Instead, its most important goal should be to provide "A LEGACY FOR THE LIVING".

Norman Fisher

Senior Vice President–Wealth Management

Financial Advisor

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.

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

Credentials

  • Certified Investment Management Analyst®
6120 South Yale Avenue
Suite 1800
Tulsa, OK 74136

Email Me

norman.fisher@ubs.com
Norman Fisher
6120 South Yale Avenue,Tulsa,OK,74136

Christopher Fisher

Vice President–Wealth Management

Financial Advisor

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.

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • FL
  • KY
  • MI
  • NC
  • NJ
  • NY
  • OK
  • TX
  • VA
  • WI
6120 South Yale Avenue
Suite 1800
Tulsa, OK 74136

Email Me

c.n.fisher@ubs.com
Christopher Fisher
6120 South Yale Avenue,Tulsa,OK,74136

Kris Wright

Registered States:
  • AZ
  • CO
  • FL
  • KY
  • NY
  • OK
6120 South Yale Avenue
Suite 1800
Tulsa, OK 74136

Email Me

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