Everwealth®, (a DBA for Wealth Management Advisors, LLC) is a state registered investment adviser under the Oklahoma Uniform Securities Act of 2004. Everwealth® is located in Oklahoma.
A registered investment adviser may only transact business in a state in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Any subsequent direct communication by Everwealth® with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. Please contact our office directly at 918-524-6325 to see if we can offer services in the state or country in which you reside.
Past performance is not necessarily indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment strategy (including the investments and/or investment strategies recommended or undertaken by Everwealth®) made reference to directly or indirectly by Everwealth® on its website, or indirectly via a link to an unaffiliated third party website, will be profitable or will equal any corresponding indicated performance levels. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client or prospective client’s investment portfolio.
All of the explanations, summaries, and examples referenced in the sections of the Process™, Wealth Tools, and Wealth Management are for illustrative purposes only and do not represent actual investments or clients.
The claim that only around 6% of advisers truly operate as wealth managers comes from CEG Worldwide, who is not affilitated with nor related to EVERWEALTH®.
The Wealth Dashboard system is provided as a courtesy of Everwealth®, but is outside of the Everwealth® domain through a third-party website hosted by eMoney Advisor, a third-party company that is separate and distinct from Everwealth®. Neither Everwealth® nor any of its affiliates make any representation as to the quality or accuracy of the information that is provided. Everwealth® is not liable for any direct or indirect technical systems issues or any consequences arising out of your access to, or your use of, third-party technologies, sites, information and programs made available through the Everwealth® website. All of the information and security claims provided about the Wealth Dashboard system comes directly from eMoney Advisor. Users may not utilize this service for commercial or non-personal reasons and Everwealth and eMoney reserve the right to refuse this service to anyone who we feel is using this service for non-personal reasons.
EVERWEALTH® and its related persons are not engaged in other financial industry activities and have no other industry affiliations. Management personnel of EVERWEALTH®, in their individual capacities, are agents for various insurance companies. As such, these individuals are able to receive separate, yet customary commission compensation resulting from implementing product transactions on behalf of advisory clients. Clients, however, are not under any obligation to engage these individuals when considering implementation of advisory recommendations. The implementation of any or all recommendations is solely at the discretion of the client. You may work with your investment adviser representative in his or her separate capacity as an insurance agent. When acting in his or her separate capacity as an insurance agent, the investment adviser representative may sell, for commissions, general disability insurance, life insurance, annuities, and other insurance products to you. As such, your investment adviser representative, in his or her separate capacity as an insurance agent, may suggest that you implement recommendations of EVERWEALTH® by purchasing disability insurance, life insurance, annuities, or other insurance products. This receipt of commissions creates an incentive for the representative to recommend those products for which your investment adviser representative will receive a commission in his or her separate capacity as an insurance agent. Consequently, the advice rendered to you could be biased. You are under no obligation to implement any insurance or annuity transaction through your investment adviser representative.
©2015-2018 Wealth Management Advisors, LLC
Everwealth is a Registered Trademark of Riddle Financial Group, LLC.
the Wealth Management Process, the Wealth Management Method, and wealthealth are Oklahoma-registered trademarks of Wealth Management Advisors, LLC
Financial Peace of Mind is an Oklahoma-registered trademark of Riddle Financial Group, LLC.
This website is intended for use by clients and prospective clients of Everwealth® only.
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wealth management investment consulting
4200 East Skelly Drive
Tulsa, OK 74135
Copyright © 2015-2019 | Wealth Management Advisors, LLC. All Rights Reserved
Everwealth®, located in Tulsa, OK, is a Registered Investment Adviser under the Oklahoma Uniform Securities Act of 2004. We provide wealth management and financial planning services. Past performance is not necessarily indicative of future results. Investing involves risk, including the possibility of financial loss. Please see our Disclosure section for important information.