ADVANCED PLANNING
Wealth Enhancement
Producing the best possible risk-adjusted returns while minimizing the impact of taxes.
In other words, we utilize our Wealth Tools and our 4-component methodology to further enhance the tax-efficiency of the investments in your wealth management plan.
Wealth Protection
Shielding your wealth so that it’s not unjustly taken from you. In other words, we want to help you ensure that your property and assets are structured and titled in a proper and efficient way.
In other words, we want to help you ensure that your property and assets are structured and titled in a proper and efficient way.
Wealth Transfer
Facilitating the best, most tax-efficient ways to pass assets to succeeding generations.
In other words, through additional services such as Legacy & Insurance and Estate Planning, we help guide a proper course to ensure the people important to you are properly accounted for.
Charitable Giving
Maximizing the effectiveness of your charitable intent.
In other words, many people have a desire to be philanthropic. We can help you achieve an efficient strategy to do so.
Wealth Protection
Shielding your wealth so that it’s not unjustly taken from you.
In other words, we want to help you ensure that your property and assets are structured and titled in a proper and efficient way.
Charitable Giving
Maximizing the efficiency and effectiveness of your charitable intent.
In other words, many people have a desire to be philanthropic. We can help you achieve an efficient strategy to do so.
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wealth management investment consulting
advanced planning
relationship management
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.