Edison Wealth Strategies

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Edison Wealth Strategies We help hardworking people make wise decisions that protect their families and futures. He is not licensed in all jurisdictions.

For more than 15 years, Edison Wealth Strategies has helped busy professionals, business owners, and families make financial decisions that shape their lives for the better. We believe financial planning doesn’t have to be complicated, and we work with you to give you straightforward advice that’s simple to follow. Our goal is for you to have peace of mind about the future, no matter how your life changes or what challenges you face along the way. And by streamlining the planning process and providing hands-on guidance throughout your journey, we give you freedom to enjoy your life with confidence and focus on what really matters to you—like your family, clients, or personal passions. Isaiah is a Financial Advisor offering investment advisory services through Eagle Strategies LLC, A Registered Investment Advisor, Isaiah is also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Isaiah a Member Agent of The Nautilus Group®, an exclusive group of less than 240 member agents dedicated to sophisticated Business, Asset Protection and Estate Planning. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies. AR ins lic #14009932.
8905 S Yale Ave, Suite 100, Tulsa, OK 74137 (918)770-4886

Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. Neither Edison Wealth Strategies nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Edison Wealth Strategies is not owned or operated by New York Life Insurance Company or its affiliates.

Financial Planning Month is a chance to step back and look at the bigger picture.Your goals, priorities and circumstance...
10/15/2026

Financial Planning Month is a chance to step back and look at the bigger picture.

Your goals, priorities and circumstances can change over time, so your financial plan should be able to change with them.

Take a closer look at Edison Wealth Strategies’ approach to building and adjusting a personalized financial plan.

Edison Wealth Strategies

National Savings Day is a reminder that what we build over time can have a lasting impact.For dealership owners, that ca...
10/12/2026

National Savings Day is a reminder that what we build over time can have a lasting impact.

For dealership owners, that can mean much more than what’s in a savings account. It can mean decades spent building a business, developing a team and creating value that supports your family and your future.

Drawing from his own decades in the automotive industry, Kurt Boutin shares what his career has taught him about building a dealership, preparing for transition and thinking intentionally about what comes next.

Read our latest blog to learn more!

Why dealership owners are underserved in financial planning — and what to consider 3–7 years before selling, from an advisor who's run dealerships himself.

We have some exciting news to share! We’re proud to announce that Kurt Boutin has been named Partner at Edison Wealth St...
10/08/2026

We have some exciting news to share!

We’re proud to announce that Kurt Boutin has been named Partner at Edison Wealth Strategies.

With more than 30 years of experience spanning the financial services and automotive industries, Kurt brings a wealth of knowledge and perspective to our team and the clients we serve.

We’re excited to celebrate this well-deserved milestone and look forward to all that’s ahead.

Please join us in congratulating Kurt!

10/08/2026

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10/05/2026

: “Whether I retire to bed early or late, I rise with the sun.” – Thomas Jefferson

Feeling drained by the workday?From managing a busy schedule to staying focused through the afternoon, small changes can...
09/30/2026

Feeling drained by the workday?

From managing a busy schedule to staying focused through the afternoon, small changes can make a difference in how you feel and perform throughout the day. This article shares five simple strategies to help improve your energy, focus, and balance.

Which strategy would make the biggest difference in your workday? Share your thoughts in the comments!

Read the full article here:

It’s a career-long daily practice, but you can experience workday vitality more often by adhering to these fundamental principles.

09/28/2026

: "Instead of focusing on being the best, focus on being the best you can be." - Maxie McCoy

What happens to a family business when it’s time for the next generation to take the wheel?Succession planning involves ...
09/24/2026

What happens to a family business when it’s time for the next generation to take the wheel?

Succession planning involves more than choosing who comes next. From preparing future leaders to protecting the business and its legacy, there are many important considerations along the way.

This article takes a closer look at succession planning for family-owned auto dealerships and why planning ahead can make all the difference.

Figuring out who will take over the company is critical for auto dealer principals. Here are succession planning tips to help you protect your legacy.

09/21/2026

: “There are no constraints on the human mind, no walls around the human spirit, no barriers to our progress except those we ourselves erect.” ~ Ronald Reagan

Life Insurance Awareness Month is a good reminder to consider more than personal protection. Life insurance can play an ...
09/16/2026

Life Insurance Awareness Month is a good reminder to consider more than personal protection. Life insurance can play an important role in protecting family wealth, supporting business continuity, and helping safeguard the future of what you’ve worked hard to build. If you have questions about your coverage or would like to review how it fits into your overall financial plan, we're here to help.

Edison Wealth Strategies

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Tulsa, OK
74137

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