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Cresset Tulsa Family Office & Private Wealth Management

We serve founders, entrepreneurs, and ultra high net worth families. Schedule a call with one of our Tulsa wealth advisors.

Contact Our Tulsa Office

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Our Tulsa Wealth Advisory & Family Office Team

Meet the Tulsa wealth advisors providing a boutique experience dedicated to your needs.

Mike Silverman

Mike Silverman

Executive Managing Director
Kirk Rimer

Kirk Rimer

Executive Managing Director
Tyler Bethea

Tyler Bethea

Managing Director
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Tulsa Location

2200 S Utica Pl
Suite 440
Tulsa, OK 74114

918.848.3134

Our Tulsa Family Office

Tulsa Family Office
Cresset is a multi-family office and private wealth management firm serving founders, entrepreneurs, and ultra high net worth families. Our Tulsa office is located in the Utica Place Office Building, one block south of the Utica Square Shopping Center. Nestled in the bustling heart of Midtown, Utica Square offers an endless array of Midtown’s best restaurants, retail stores, financial services, and legal offices, with Woodward Park just minutes away. We serve clients in the Oklahoma area and across the US from our 21 office locations.
 
Our Tulsa financial advisors provide holistic wealth advisory services including wealth management, financial planning, tax strategy, liquidity and exit planning, private investment access, and even more family office services. We are committed to our clients’ best interests through True Fiduciary® standards and have numerous awards from Barron’s, Forbes, and Crain’s Chicago Business.
 
Learn more about how we can streamline your life so you have more time for what matters to you most.
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$60B+ Family Office

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Barron’s #3 Top 100 RIA Firms

Rankings developed by Barron’s using proprietary algorithms. Awarded 9/13/24 for data as of 6/30/24. Cresset paid no application fee to participate.

Forbes Top RIA Firms 2024

Forbes #14 Top RIA Firms

Algorithm based on qualitative and quantitative data developed by SHOOK Research. Awarded 10/8/24 for data as of 6/30/24. Cresset paid no application fee to participate.

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Cresset refers to Cresset Capital Management, CP Parent, LLC, and all of their respective subsidiaries and affiliates. Cresset Asset Management, LLC, also conducting advisory business under the names of Cresset Sports & Entertainment and CH Investment Partners, provides investment advisory, family office, and other services to individuals, families, and institutional clients. Cresset Partners, LLC, provides investment advisory services strictly to investment vehicles investing in private equity, real estate, and other investment opportunities. Cresset Asset Management, LLC, and Cresset Partners, LLC, are SEC registered investment advisors.

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