September 29, 2026 · Tulsa, Oklahoma
W.T.S. Financial
Official Kickoff
In Partnership With
Fortis Companies
A defining day for the future of W.T.S. Financial. Join leadership, advisors, partners, and invited guests in Tulsa as we officially launch our next chapter.
The Crystal Ballroom · The Mayo Hotel
More than a kickoff.
This September, leaders, partners, advisors, and invited guests will come together in Tulsa to officially launch the next chapter of W.T.S. Financial.
What began as a vision is becoming a platform built around families, stewardship, opportunity, and long-term impact — now moving forward in partnership with Fortis Companies.
Our Priorities
Faith First. Family Second. Work Third.
These priorities shape how we lead, how we serve, and how we build.
This kickoff is an opportunity to celebrate what is ahead while recognizing God's hand in bringing together the people, relationships, and opportunities that made this moment possible.
W.T.S. Financial × Fortis Companies
Why This Matters
The Vision
A family-office model designed to help families protect what they've built, prepare for the future, and access trusted specialists across financial protection, retirement, wealth management, estate planning, and more.
The Partnership
The launch brings together W.T.S. Financial and Fortis Companies around a shared commitment to leadership, stewardship, professional growth, and serving families at a higher level.
The People
Executives, advisors, leaders, community partners, and invited guests coming together in Tulsa for the official launch of what's next.
September 29
The Schedule
The Mayo Hotel · Tulsa, Oklahoma
Official Kickoff
W.T.S. Financial's official launch with Fortis Companies, featuring company vision, leadership, partnership, and what lies ahead.
Rooftop Reception
Continue the afternoon with leadership, partners, advisors, and invited guests overlooking downtown Tulsa.
Reception concludes at approximately 6:00 PM.
The Venue
The Crystal Ballroom
The Mayo Hotel
An iconic Tulsa setting for an important moment in the W.T.S. Financial story. Built in 1925, The Mayo Hotel remains one of downtown Tulsa's defining landmarks.
115 W. 5th St.
Tulsa, Oklahoma 74103
Additional arrival and parking information will be provided to registered guests.
September 29, 2026
Join Us in Tulsa.
Please confirm your attendance for the W.T.S. Financial Official Kickoff.