Planning that serves the next generation.

Trust Investment Management

Discretionary management for revocable and irrevocable trusts, structured around your beneficiaries’ long-term needs.

Diversified Trust Allocation

Long-term portfolios spanning traditional assets and optional regulated crypto ETF sleeves, where suitable for the trust.

Beneficiary & Legacy Planning

Beneficiary designation reviews, charitable giving integration, and succession asset transfers handled with care.

Attorney & Trustee Coordination

We work alongside trusted legal counsel or your preferred attorney and trustees to keep investment decisions aligned with the trust document.

Woman Standing Against Wall Smiling

Welcome

For Oklahoma families and trustees, building wealth that outlasts a single generation.

From establishing a new revocable trust to managing decades-old irrevocable structures, fiduciary trust management delivers disciplined investment care—built around the trust document, the beneficiaries, and the legacy you intend to leave.

Exceptional Financial Resources.

Useful and rigorously developed Financial Tools

Retirement Calculator

In Development, Testing and compliance review – (Coming Soon Q2 2026)

Tax-Aware Investing

Tax-aware investment planning calculation tool – (planned Q4 2026)

Crypto Sleeve Allocation Calculator

Learn more about the optimal allocation ratios for optional crypto ETF portfolio sleeves. (planned Q1 2027)

Business Treasury Health Check

Simple Form to get a snapshot evaluation of your company’s Treasury Health. (planned Q1 2027)

The Winston Solidus Difference.

Why Oklahoma families, professionals, and businesses choose us over wirehouses, robo-advisors, and crypto apps.

  • Fiduciary by federal and state law—your interests first, every time.

  • Flat 1.00% AUM fee, billed quarterly in arrears.

  • Zero commissions, zero performance fees, zero third-party compensation.

  • Optional regulated crypto ETF sleeve (5–20%) for suitable clients.

  • Qualified independent custody at Altruist or Fidelity.

  • Personalized portfolios are reviewed directly with the principal.

  • Locally registered and accountable in Oklahoma.

  • Negotiable minimums for referrals and family relationships.

  • Suitability or “best interest” standards—not always full fiduciary.

  • Commissions, sales loads, and product-driven compensation.

  • Performance fees, revenue sharing, and proprietary fund pushing.

  • Either no digital assets at all or unguarded direct exposure to crypto.

  • Custody often tied to affiliated broker-dealers.

  • Reviews handled by call centers or rotating junior advisors.

  • Out-of-state firms with no local accountability.

  • Rigid minimums, fixed pricing, no flexibility.

Get a personal consultation.

Office

Winston Solidus Wealth
2222 W. Hefner Rd. Ste D
Oklahoma City, OK 73120

Contact

Email: wes@winstonsolidus.com
Phone: (405) 633-5463

Open Hours

Monday – Friday: 9am — 5pm

Service interested in *
Are you interested in our optional Crypto ETF Sleeves? *

All Financial Services.

Comprehensive Wealth Management

Personalized, fiduciary-managed portfolios built for long-term growth without unnecessary risk.

  • Diversified portfolio management with optional crypto ETF sleeve.

  • Retirement income and IRA/401(k) rollover strategies.

  • Tax-efficient investing and withdrawal planning.
  • Life transitions and multi-generational wealth planning.

Learn more

Regulated Crypto ETF Sleeves

Regulated digital asset exposure through custodian-held ETFs—modern growth, no chaos.

  • Bitcoin and Ethereum ETF allocations (typically 5–20% sleeve).

  • Blockchain infrastructure ETFs for diversified digital exposure.

  • Safe digital asset custody and allocation for beginners.

  • Crypto education and risk-aligned portfolio integration.

Learn more

Crypto Treasury for Businesses

Strategic Bitcoin and digital asset reserves for forward-thinking companies and DAOs.

  • Idle cash allocation and yield enhancement strategies.

  • Corporate crypto ETF treasury setup and integration.

  • Compliance reporting and business risk hedging.

  • Liquidity management aligned to operational needs.

Learn more

Trusts & Legacy Planning

Fiduciary investment management within trusts, coordinated with your attorney and trustees.

  • Revocable and irrevocable trust investment management.

  • Trust rebalancing and diversified allocation strategies.

  • Optional crypto ETF sleeve within trust portfolios where suitable.

  • Succession and legacy planning

Learn more