Roche Wealth

Roche Wealth Welcome to Roche Wealth, a premier wealth advisory firm in Oklahoma City. Therefore, a response to a request for information may be delayed.

With an unwavering commitment to excellence, we pave the path for individuals and small businesses to achieve their financial aspirations through comprehensive planning. Securities offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS or Kestra AS a

re not affiliated with The Roche Group Wealth Advisors, does not offer tax or legal advice. Investor Disclosures:https://www.kestrafinancial.com/disclosures

This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-5-KESTRA (844-553-7872). The web site links referenced are being provided strictly as a courtesy. Neither us, nor Kestra IS or Kestra AS are liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of the links provided.

Maddy got married!! 🀍πŸ₯‚πŸ’’  We loved getting to celebrate such a special moment and are so happy for the newlyweds. Wishing...
05/14/2026

Maddy got married!! 🀍πŸ₯‚πŸ’’ We loved getting to celebrate such a special moment and are so happy for the newlyweds. Wishing you both a lifetime of love and happiness ✨

Tips for small business owners!
05/12/2026

Tips for small business owners!

What side hustlers need to know about taxes:
05/07/2026

What side hustlers need to know about taxes:

05/04/2026

Josh explains when is the best time to claim social security! Call us if you have questions on when you should claim.

04/23/2026

Josh Roche explains why budgets are important! 🏦

04/15/2026

Easton Huddleston breaks down the difference between an emergency fund and a sinking fund! πŸ’°

"Living intentionally starts with a simple question:What’s actually holding you back from doing what you want to do?For ...
04/10/2026

"Living intentionally starts with a simple question:

What’s actually holding you back from doing what you want to do?

For a lot of people, it comes down to finances; and more specifically, not having a clear plan.

When your money has direction, your life does too. You’re able to be intentional about how you save, give, and spend. Not just for the future, but for your family right now.

A solid financial plan doesn’t just prepare you for the future but it gives you the clarity and confidence to be present right now. To take the trip. To unplug. To know things are taken care of.

And when you have the right guidance in your corner, what you want your life to look like starts to become what it actually is.

Take care of your family. Plan with intention. Be present for what matters most."
- Easton Huddleston

Please note that our office will be closed this afternoon. However, our team remains available by phone and will be happ...
03/27/2026

Please note that our office will be closed this afternoon. However, our team remains available by phone and will be happy to assist you with any needs or questions (405)215-9515 πŸ“ž Thank you for understanding.

03/20/2026

Have you read The Psychology of Money? It's one of Josh's favorites and his number 1 recommendation when people ask! Check out his favorite chapter, chapter 3, "The Concept of Never Enough." πŸ’°πŸ“–

Happy St. Patrick's Day! πŸ€πŸŒˆπŸ’°
03/17/2026

Happy St. Patrick's Day! πŸ€πŸŒˆπŸ’°

Address

13104 N MacArthur Boulevard, Suite B
Oklahoma City, OK
73142

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4pm

Website

https://www.finra.org/#/, https://www.sipc.org/

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