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.

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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.

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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.

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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

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Need a personalized solution?

Do you have a specific question about your financial plan? Contact us for a free consultation.

With over 2 decades of finance, marketing, and operational leadership behind him —

Wesley built Winston Solidus Wealth to bring fiduciary discipline and modern portfolio design to Oklahoma’s families, professionals, and small businesses. As principal, investment adviser representative, and Chief Compliance Officer, he personally oversees every client relationship. He holds the Series 65, completed coursework in business law at TU College of Law, and earned his BBA from OU’s Price College of Business. Every recommendation is grounded in suitability, transparency, and a steady, zero-panic approach to long-term growth.

Wesley Cox

Founder – Winston Solidus Wealth

What Sets Us Apart.

Fiduciary Oversight

Series 65 qualified and bound by fiduciary duty under Oklahoma law. Your interests come first, every time.

Transparent Fees

A flat 1.00% annual fee, billed quarterly in arrears. No commissions, no performance fees, no surprises.

Independent Custody

Your assets are held at qualified independent custodians—Altruist, Fidelity or a client directed brokerage. We advise; they hold.

Regulated Crypto Access

Modern digital asset exposure through custodian-held ETFs only. No self-custody, no chaos.

Personalized Suitability

Every portfolio is built around your goals, time horizon, and risk tolerance—not a one-size-fits-all template.

Oklahoma-Rooted

Locally registered, locally focused. Built for OKC and Tulsa families, professionals, and small businesses.

Who We Serve

Personalized fiduciary advice for Oklahoma’s families, professionals, and businesses.

From multi-generational families and retirees to young professionals and small business owners, every client receives a portfolio designed around their specific goals, risk tolerance, and time horizon—not an off-the-shelf template.

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We will take care of your managing your financial portfolio with professional & fiduciary care.