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:
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.
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.
If you have questions about or are interested in our wealth management services, please call us at (405) 340-1717 to schedule a consultation with an adviser. We look forward to speaking with you.
Greg Womack is a frequent guest expert on local television stations, has appeared numerous times on CNBC TV, and writes and speaks often on a wide range of financial planning topics. He has authored numerous articles and has been quoted in several nationwide publications, including Barron’s, The Wall Street Journal, Kiplinger’s, USA Today, U.S. News & World Report, and TheStreet.com.
The Certified Financial Planner designation demonstrates a commitment to competency, setting Greg Womack apart in a globally expanding financial planning profession.
Also, as a member of the Financial Planning Association, Womack Advisers has access to cutting-edge educational opportunities, is an advocate for the profession, and is part of a respected community that provides personal and professional development, which helps guide and influence the financial planning profession.
We believe our firm, led by respected career investor, Greg Womack, is one of the preeminent money management firms in the Oklahoma City area. With an additional office now open in San Diego, CA we’re able to reach a new cohort of West Coast clients as well. Our professional qualifications are just one reason clients seek out our wealth management services.
We’re also a family-owned and -operated business with roots in the local community. And, we tailor our services to meet your needs, not the other way around. If you want to learn more about our qualifications, have questions about our business, or are interested in our services, we would love to hear from you. Please give us a call at (405) 340-1717 at your earliest convenience. We look forward to hearing from you.