PLANNING TOOLS, REPORTS, AND ANALYSIS.

DESIGNED FOR YOU. BY US.

We’ve built our Process™ around providing some of the best and most efficient analysis reporting available today, designed to account for each piece of your wealth management plan.

WEALTHEALTH™

See if you’re on the right track for a healthy retirement, the way you think it should look. All while considering your unique wealth goals and objectives.

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INVESTMENT REPORT CARD™

A unique analysis for your portfolio and the underlying funds to see how they compare to their peers on an apples-to-apples basis.

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PORTFOLIO IMPLEMENTATION ANALYSIS

Determining an appropriate investment strategy is just one part of the process, you then have to ensure it is executed effectively. With our Portfolio Implementation Analysis, we formulate your trading with a concept we call Smart-Location Investing™.

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RECOMMENDATION REPORT

Once your investment strategy is implemented, keeping it on the right track is essential. With our Recommendation Report, see the fine-tuned results of market movements and the proposed actions for bringing you back to the target.

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Learn More About Advanced Planning Through Our Additional Services

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918-524-6325

4200 East Skelly Drive

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Tulsa, OK 74135

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Copyright © 2015-2016 | 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.