Villines Wealth Management

Villines Wealth Management We'll help you climb your financial mountain. Our team of professionals has years of experience! That's where our firm comes in.

For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming. Whether you have significant assets to manage, or if you are just starting to accumulate wealth, we have the tools and background to provide the services that may fit your needs. Our goal is to provide you with guidance to help you understand and

better define your financial goals. We work hard to create a mutually beneficial and respected long-term relationship with our clients and their families. As a member of the community for several years, we take pride in knowing we have helped many people pursue the type of financial future they have dreamed about. For more information about our firm and services, please call. We would enjoy learning more about you, your goals, and your dreams!

Man I love our new office!! Check out this Bald Eagle hanging out by the pond behind us!
04/02/2026

Man I love our new office!! Check out this Bald Eagle hanging out by the pond behind us!

When you move your office to BA, and the team is hustling to get everything moved and settled, you HAVE to bring in a sp...
02/20/2026

When you move your office to BA, and the team is hustling to get everything moved and settled, you HAVE to bring in a spread from your favorite BBQ joint Smokies which ALSO happens to be in BA!

Move-in day is in full effect! FINALLY!!
02/20/2026

Move-in day is in full effect! FINALLY!!

Wall Street has a lot of cliches. How many do you know?
12/13/2025

Wall Street has a lot of cliches. How many do you know?

Pundits say a lot of things about the markets. Let's see if you can keep up.

Max out your 401(k), rebalance your portfolio, and review your insurance—small year-end moves can make a big impact on y...
12/11/2025

Max out your 401(k), rebalance your portfolio, and review your insurance—small year-end moves can make a big impact on your retirement.

Smart end-of-year moves to protect your wealth and help you get prepared for a confident retirement.

New expanded HSA eligibility guidance issued by the IRS… check it out:
12/11/2025

New expanded HSA eligibility guidance issued by the IRS… check it out:

IR-2025-119, Dec. 9, 2025 — The Department of the Treasury and the Internal Revenue Service today issued Notice 2026-05 providing guidance on new tax benefits for Health Savings Account participants under the One, Big, Beautiful Bill.

A retiree’s portfolio should reflect the lifestyle choices he or she makes in retirement. Does yours?
12/09/2025

A retiree’s portfolio should reflect the lifestyle choices he or she makes in retirement. Does yours?

Lifestyle considerations in creating your retirement portfolio.

The savings rate is the government’s estimate of how much U.S. households are saving.
12/06/2025

The savings rate is the government’s estimate of how much U.S. households are saving.

What can be learned from the savings rate?

Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance?
12/04/2025

Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance?

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

I am thrilled to introduce our newest team member, Jennifer Simmons, Director of Client Operations! Here's a little bit...
12/02/2025

I am thrilled to introduce our newest team member, Jennifer Simmons, Director of Client Operations! Here's a little bit about Jennifer:

"I’m client-obsessed, process-driven, and deeply passionate about helping people and businesses grow through clarity, connection, and structure. My career has taken me through financial services, operations, and client success leadership — but the common thread has always been people. I love building systems that create calm out of chaos, help teams perform their best, and make clients feel genuinely supported.

Outside of work, I’m a self-proclaimed chef who loves crafting dishes for my family, traveling and exploring new places, and spending time outdoors. I’m happiest when I’m surrounded by good food, great music, and even better company — especially my family, who remind me daily why balance and gratitude matter.

No matter the setting, my goal remains the same: to help people find value — in their work, their growth, and the relationships that connect it all."

Looking for inspiration for your new year's resolutions? How about saving more and paying down debt? Get other ideas for...
12/02/2025

Looking for inspiration for your new year's resolutions? How about saving more and paying down debt? Get other ideas for your 2024 financial game plan.

Whatever you're dreaming of for 2024 and beyond, here are some financial resolutions to consider to help you get there.

Address

1709 W Granger Street
Broken Arrow, OK
74012

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 12pm

Telephone

+19188779099

Website

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