What We Can Do for You
Are You Ready for the Journey?
We help you plan for wealth through strategies that provide truer diversification and protection for your assets — a financial road map that will guide you in making decisions with your money through:
- Retirement Planning
- Investment Planning
- Tax Planning
- Estate Planning
- Insurance Planning
- Integrate Planning
Why Choose Us?
We can help you move ahead by offering:
- Independent Advice: We are not employed by outside firms, we do not subsidize proprietary products, and we use independent research.
- Experience: With more than 25 years in the financial services business, our clients know we offer exceptional service and sound solutions; many of them have been with us for over a decade.
- Contrarian Approach: We use alternative investment strategies that can help provide better diversification compared to traditional methods. We recommend private equity and non-traded real estate investments to clients. We also provide advice and suggestions for emergency preparedness.
- Excellent Service: Your plan is top-of-mind for us. We perform regularly scheduled reviews based on your service level. We provide personalized attention from our seasoned staff, from educational workshops and events, and from access to the Womack Wealth Management website.
Let Us Help You Build Your Future Road Map
Womack Investment Advisers offers the leading wealth management, including retirement planning, services in Edmond and the Oklahoma City metro area. Our expert wealth management professionals will help you create a road map for future financial security and success.