Coachwise Solutions

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Description

Looking for a investment solution that can meet your unique needs? We can recommend and implement an investment strategy based on your personal circumstance, money attitude, standard of living, risk tolerance and personal and financial goals.

CoachWi$e Solutions, Inc . (CWS) was founded by Donnie Davis and Don Hardcastle in 2004 with a mission to provide objective, unbiased solutions for clients financial, investment, and business needs.

CoachWise Financial Solutions , LLC (CWFS) is a subsidiary company of CWS and the core of our business. CWFS provides investment management services to individuals, trusts, estates, charitable organizations, and corporations. CWFS is a Registered Investment Advisory firm located in the State of Oklahoma. The Department of Securities acts as a regulatory agency processing applications for licensing, providing periodic on-site examination, and ensuring compliance with applicable regulations.

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