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. Unlike traditional Wall Street brokerage firms, we have no products to sell and are not paid by commissions. We work only for our clients and always put their best interests first.
We maintain long-term relationships with successful individuals and families throughout the country who appreciate the ongoing benefits of a professional advisor who can help them coordinate all aspects of their wealth.
Our "asset class" investment approach is customized for clients and designed to help them retire financially secure, produce ongoing retirement cash flow, and create a financial legacy for future generations. We provide regular communication, education, perspective and counseling to ensure that our clients have the confidence and discipline to stay with their plans at all times.
Our financial planning process, which is executed with the help of our clients' outside professionals, is designed to minimize personal and estate taxes, provide for family members and charities, overcome the challenges associated with concentrated wealth, and protect against personal risks.
To better understand Servō’s origins and firm philosophy, start by reading the recent interview we did with Morningstar. Next, explore the website to learn more about our services, process, and views. Finally, contact us directly and discover how we can help you achieve your financial goals and Simplify Complexity.