About Company

Stoker Ostler is an SEC-registered wealth advisory firm (Stoker Ostler Wealth Advisors, Inc.) headquartered in Scottsdale, Arizona that provides comprehensive, team-based wealth management and financial planning services—including lifestyle and retirement planning, estate and philanthropic planning, tax and risk-management planning, executive compensation and business planning, and investment management—for individuals, families, business owners, professionals and charitable organizations; the company manages roughly $3 billion in assets, operates offices in Scottsdale and Salt Lake City, and operates under the BMO Wealth Management / BMO Private Wealth brands while emphasizing personalized planning for life transitions and coordinated, fiduciary-driven investment solutions (sources: Contact & Services pages and Form ADV brochure).

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