Vault Wealth Strategies

Everyone's talking about the OpenAI and SpaceX IPOs — and a lot of people are already planning to buy in on day one.

Before you do, consider this: Facebook dropped 50% in its first three months as a public company. Snap jumped 44% on opening day and still hasn't fully recovered. Uber and Lyft were both hitting record lows just months after their big debuts.

Day one of a hyped IPO is usually one of the worst times to buy — not because the company is bad, but because the excitement drives the price way above where it should be.

I wrote a full breakdown of the pattern, what the data actually shows, and when history suggests the better entry points really are. Worth a read if you’re thinking about jumping into the next big IPO.

The IPO Trap: Why Patient Investors Usually Win Financial Planning and Investment Management in Norman Oklahoma. Custom Financial Planning To Help You Live Free, Financially. We'll help you steward your finances, so you can invest your life where it matters most.

Meet the Vault Family Office. If you’ve ever wondered how a traditional family office compares to a fractional model, you’re in the right place!

Because everyone deserves a place where their financial life feels understood, organized, and aligned. Where your goals are supported, your decisions feel easier, and your financial life is clear.

Vault Wealth was built from Luke’s heart to serve families, business owners, and anyone wanting more confidence with their wealth.

We’re here to guide you with planning, investing, taxes, and more, always with care.
If you or someone you know wants help organizing their wealth for 2026, we’d be honored to support you.

Book your intro call today!
https://meetings.hubspot.com/vault-wealth/sm-15-min-intro-call

Good morning from the Vault Wealth team! ☀️

We’re excited to introduce the faces behind the firm, the people dedicated to helping you grow and protect your wealth.

Please be on the lookout for upcoming events and more from the Vault Wealth family!

The 2025 Oklahoma City Thunder had one of the most complete championship runs in NBA history—and it’s full of lessons for building wealth.

🏀 Offense: Grow your income, invest wisely.
🛡 Defense: Protect what you’ve built, manage risk.
📅 Consistency: Stay the course, even in tough seasons.

I pulled 5 powerful lessons from their season that can help you win your own “financial championship.”

Check it out here 👉 https://www.vaultwealth.us/blog/what-the-2025-oklahoma-city-thunder-can-teach-you-about-wealth-building

What the 2025 Oklahoma City Thunder Can Teach You About Wealth Building Financial Planning and Investment Management in Norman Oklahoma. Custom Financial Planning To Help You Live Free, Financially. We'll help you steward your finances, so you can invest your life where it matters most.

Ever wonder what you should look for in a financial advisor?

                              

Good financial planning should always start with a person's unique values and vision for the future. That's what makes it personal.

Once you are clear on your values & vision then planning becomes a function of which financial habits & actions are most in line and likely to get you to your goal as efficiently as possible.

Money is simply a tool 🔨. If used wisely it can make accomplishing your life's purpose easier instead of harder.