RECOMMENDATION REPORT
A unique analysis to keep your investment portfolio aligned to the target of achieving your wealth goals and objectives.
Once your investment strategy is implemented, we don’t just sit it on the shelf and never respond to it. We want to ensure that the appropriate course we set to embark upon is consistently monitored and kept on track. With our RECOMMENDATION report, we showcase the pieces of your portfolio that need attention and the proposed actions to resolve them.
WE IDENTIFY ASSETS THAT NEED ATTENTION
WE TARGET THE ACTIONS TO RESOLVE
WE KEEP YOU PROPERLY BALANCED
HOW DO WE DO IT?
We establish specific hierarchies and parameters for each of your positions. If one of these positions deviates beyond our thresholds, we then look to find an efficient way to bring it back to within our comfort range, all while considering other factors such as the tax implications of performing the action.
HOW DO WE DO IT?
WE IDENTIFY THE ASSETS THAT NEED ATTENTION
WE TARGET THE ACTIONS TO RESOLVE
WE KEEP YOU PROPERLY BALANCED
We establish specific hierarchies and parameters for each of your positions. If one of these positions deviates beyond our thresholds, we then look to find an efficient way to bring it back to within our comfort range, all while considering other factors such as the tax implications of performing the action.
wm = ic + ap + rm
wealth management investment consulting
advanced planning
relationship management
Wealth Management Advisors, LLC DBA 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. Insurance-related business is offered through Riddle Financial Group, LLC, a separate company from Wealth Management Advisors, LLC DBA Everwealth. Please see our Disclosure section for important information.