Edison Wealth Strategies

Edison Wealth Strategies We help hardworking people make wise decisions that protect their families and futures. He is not licensed in all jurisdictions.

For more than 15 years, Edison Wealth Strategies has helped busy professionals, business owners, and families make financial decisions that shape their lives for the better. We believe financial planning doesn’t have to be complicated, and we work with you to give you straightforward advice that’s simple to follow. Our goal is for you to have peace of mind about the future, no matter how your life

changes or what challenges you face along the way. And by streamlining the planning process and providing hands-on guidance throughout your journey, we give you freedom to enjoy your life with confidence and focus on what really matters to you—like your family, clients, or personal passions. Isaiah is a Financial Advisor offering investment advisory services through Eagle Strategies LLC, A Registered Investment Advisor, Isaiah is also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Isaiah a Member Agent of The Nautilus Group®, an exclusive group of less than 240 member agents dedicated to sophisticated Business, Asset Protection and Estate Planning. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies. AR ins lic #14009932.
8905 S Yale Ave, Suite 100, Tulsa, OK 74137 (918)770-4886

Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. Neither Edison Wealth Strategies nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Edison Wealth Strategies is not owned or operated by New York Life Insurance Company or its affiliates.

Wondering how recent tax law changes could affect your retirement income?While these tax law changes were introduced in ...
08/26/2026

Wondering how recent tax law changes could affect your retirement income?

While these tax law changes were introduced in 2025, they're still relevant for 2026 tax planning. This article explains expanded deductions, changes affecting Social Security, and what older adults should know as they plan ahead.

Do you stay on top of tax law changes throughout the year, or wait until tax season?

Who qualifies? How much is it? We answer key questions.

08/19/2026

IRS regulators are working out details for the new “Trump Accounts” program. Read this article to learn about the proposed rules and how these accounts may work for families

If you own an auto dealership, succession planning is about more than stepping away from the business. A thoughtful plan...
08/12/2026

If you own an auto dealership, succession planning is about more than stepping away from the business. A thoughtful plan can help protect what you've built, support a smooth transition, and prepare the next generation. Read more:

Explore the critical aspects of dealership succession planning in this insightful episode of Up to Speed. Learn strategies to maximize estate tax exemptions, manage leadership transitions and ensure manufacturer approval. Discover how to balance financial security with preparing the next generation....

08/10/2026

: "Failure is the condiment that gives success its flavor." ~ Truman Capote

08/05/2026

Growing a small business takes more than hard work. It takes the right strategies, resources, and a plan for sustainable growth.

This article shares eight practical tips to help business owners navigate the next stage of growth while building a stronger foundation for the future.

What's been the biggest challenge you've faced while growing your business? Share your thoughts in the comments.

We're always looking for ways to better serve our clients.Last week, our team traveled to the Nautilus model office in D...
08/04/2026

We're always looking for ways to better serve our clients.

Last week, our team traveled to the Nautilus model office in Dallas to connect with their team, gain fresh perspectives, and continue finding new ways to serve our clients.

Investing in our team and learning from industry experts helps us continue delivering thoughtful guidance and an exceptional client experience.

Wondering whether disability income is taxable? This article breaks down how different disability benefits are treated f...
07/29/2026

Wondering whether disability income is taxable? This article breaks down how different disability benefits are treated for tax purposes.

Disability income is sometimes taxable. It's important to understand the rules so you know when and how much disability income you're required to report.

07/27/2026

: "Learning never exhausts the mind." Leonardo da Vinci

Time management isn’t just about getting more done—it’s about creating space for balance and better mental health. Check...
07/22/2026

Time management isn’t just about getting more done—it’s about creating space for balance and better mental health. Check out this article on how to manage your time and mind well:

Struggling to stay on top of your to-do list? Learn how time management can ease stress, boost focus, and support your overall mental well-being.

07/20/2026

: "Passion will keep you going when the going gets tough." David Copperfield

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Tulsa, OK
74137

Telephone

+19187704886

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