Servō (latin): /'ser-wo:/ --
to watch over, maintain, to protect,
keep, guard, preserve
Servō Wealth Management
Servō Wealth Management is a Registered Investment Advisor (RIA) in Oklahoma City, Oklahoma. We operate according to a fiduciary standard and always put our clients’ interests first.
Servō Wealth Management works with high-net-worth individuals and families who wish to have their investment portfolios managed to achieve and maintain a secure retirement while minimizing taxes and maximizing the value of their wealth for legacy purposes.
Servō Wealth Management also serves institutional investors who would like to achieve perpetual income and principal growth.
We invest strictly on a long-term basis using the evidence on how capital markets have rewarded wealth over time. We create and manage broadly-diversified portfolios and endeavor to keep our clients well informed and disciplined under all market conditions.
Explore our website to learn more. Or contact us directly to discuss how we can help you achieve your financial goals and Simplify Complexity.