Servō (latin): /'ser-wo:/ --
to watch over, maintain, to protect,
keep, guard, preserve
Servō Wealth Management
Servō is a fee-only Registered Investment Advisor (RIA) in Oklahoma City, Oklahoma. We work with successful individuals and families throughout the country who are serious about reaching their long-term goals and appreciate the advantages of partnering with an advisor who can help them coordinate all aspects of their wealth.
Unlike traditional Wall Street brokerage firms, we have no products to sell and are not compensated by commissions. We only work for our clients and always put their best interests first.
We specialize in managing "asset class" investment portfolios that are customized for each client to help them retire financially secure, generate a rising stream of income to last throughout retirement, and position them to leave an inheritance for future generations after retirement. And we make this process as simple as possible.
Explore the Servō website to learn more about our process. Or call us and discover how we can help you achieve your financial goals and Simplify Complexity.