About

Our Origin

Coriolis Wealth Management was founded with a deep-seated passion for helping individuals and families achieve their financial goals​​. Our founder, Buddy Coke, transitioned from the oil and gas industry to financial advising during the economic downturn of the 1980s. With experience in oil, gas, and cattle, Buddy sought a more stable and fulfilling career, leading him to become an advisor. Craig Foreman, a CPA with a background in public and corporate accounting, joined Buddy after marrying his daughter. Together, they have built a family-oriented business that prioritizes trust, integrity, and dedication​​.

At Coriolis Wealth Management, our mission is to simplify complex financial concepts while maintaining transparency and trust. We aim to equip our clients to use their assets for what they find fulfilling and are passionate about. By providing personalized, comprehensive financial planning services, we help our clients manage their finances with confidence and clarity​​.

Excellence: We strive for the highest standards, helping to ensure our clients receive quality service and advice​​.

Integrity: Our ethical approach fosters trust and transparency in our client relationships​​.

Empowerment: We assist our clients in achieving financial independence and pursuing their passions​​.

Optimism: We maintain a positive outlook, helping clients stay focused on their long-term goals.

Trust: Building and maintaining trust is central to our client relationships, helping to ensure transparency and honesty in all our dealings.

At Coriolis Wealth Management, we are a family-oriented team committed to helping you achieve your financial goals. Whether you are planning for retirement, managing investments, or navigating complex financial challenges, we are here to guide you every step of the way​​.

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