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ChartMark Investments, Inc.

2200 S Utica Place, Suite 525
Tulsa, OK 74114

Phone:

918-477-7685

Fax:

918-477-9124

E-mail:

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Contact Us

Please feel free to contact us with any questions.

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We are a Registered Investment Advisor providing Portfolio Management, Investment Consulting and Financial Planning Solutions to Individuals, Small Businesses and Institutions.

Tulsa skyline at sunset across the Arkansas River

We enthusiastically welcome the opportunity to serve your investment needs. The selection of your professional financial advisors is among the most important decisions that people face. We realize that clients have diverse preferences and virtually unlimited choices. We recommend you give us a call or send us an e-mail to schedule a mutually convenient time to discuss your situation and give you a chance to ask us questions. We offer one complimentary appointment to allow a free flowing discussion of your objectives and our services. Our intention is to offer you a no pressure opportunity to evaluate our ability to serve your needs.

Newsletters

Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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Are You Prepared for the High Cost of Dying?

Describes financial burdens associated with end-of-life care and funerals.

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The Evolution of Retirement Savings

The retirement savings landscape has changed dramatically over the past 50 years. How might these developments affect tomorrow's retirees?

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Strategies for Taking RMDs

This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).

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Calculators

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Lease Payment

How much would your monthly lease payment be?

Savings Accumulation

Estimate the future value of your current savings.

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