| About Us
CoachWi$e Solutions, Inc. (CWS) was founded by Donnie Davis and Don Hardcastle in 2004 with a mission to provide objective, unbiased solutions for clients financial, investment, and business needs. To accomplish this mission Donnie and Don work with clients as their trusted advisor to help them take powerful, forward steps towards achieving their stated goals and objectives.
CoachWise Financial Solutions, LLC (CWFS) is a subsidiary company of CWS and the core of our business. CWFS provides investment management services to individuals, trusts, estates, charitable organizations, and corporations. CWFS is a Registered Investment Advisory firm located in the State of Oklahoma. The Department of Securities acts as a regulatory agency processing applications for licensing, providing periodic on-site examination, and ensuring compliance with applicable regulations. In addition to the State’s regulatory requirements, CWFS is required to follow rules and procedures according to Federal regulations.