WM = IC + AP + RM
WEALTH MANAGEMENT
Most financial advisors consider themselves to be wealth managers. However, research shows that only about 6% actually behave this way. At EVERWEALTH, we’ve expanded traditional wealth management by focusing our Process on 3 core areas. While most wealth managers typically focus solely on the investment portion of your wealth, we go beyond investments through advanced planning and relationship management.
In other words, wealth management can be summarized through this formula:
WM = IC + AP + RM
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.